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Dimensional vs JPMorgan: how alike they voted, 2023-2024

88.2% When both took a single position, they voted the same way on 88.2% of 10,748 items (9,485 the same, 1,263 different). 206 items where at least one of them split its funds are listed separately below. Both voted on 10,954 items in all.

Dimensional 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	10,954	9,485	1,263	206	88.2%	87.6%
Board proposals	9,153	8,020	1,033	100	88.6%	88.0%
E&S shareholder proposals	257	148	15	94	90.8%	84.7%
Other items	1,544	1,317	215	12	86.0%	85.7%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

109 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

Company	Meeting	Proposal	On the ballot from	Board recommended	Dimensional	JPMorgan
VERTEX PHARMACEUTICALS INC.	May 15, 2024	Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	Split 2 FOR, 11 AGAINST	Split 3 FOR, 35 AGAINST
WALMART INC.	June 5, 2024	Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues	Shareholder (E&S)	Against	Split 2 FOR, 13 AGAINST	AGAINST 13 funds
WALMART INC.	June 5, 2024	Workplace Safety & Violence Review Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 15 funds	Split 1 FOR, 12 AGAINST
WEIS MARKETS INC.	May 2, 2024	Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate	Shareholder (E&S)	Against	Split 4 FOR, 16 AGAINST	FOR 2 funds
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues	Shareholder (E&S)	Against	AGAINST 16 funds	Split 1 FOR, 31 AGAINST
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 3 FOR, 13 AGAINST	Split 2 FOR, 30 AGAINST
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 3 FOR, 13 AGAINST	Split 2 FOR, 30 AGAINST
WINGSTOP INC.	May 23, 2024	Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate	Shareholder (E&S)	Against	Split 3 FOR, 9 AGAINST	AGAINST 4 funds
YUM! BRANDS INC.	May 16, 2024	Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate	Shareholder (E&S)	Against	AGAINST 12 funds	Split 1 FOR, 25 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.