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Dimensional vs Russell Investments: how alike they voted, 2023-2024

91.2% When both took a single position, they voted the same way on 91.2% of 7,756 items (7,077 the same, 679 different). 69 items where at least one of them split its funds are listed separately below. Both voted on 7,825 items in all.

Dimensional 2023-2024 · Russell Investments 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 7,8257,077679 6991.2%90.9%
Board proposals 7,0106,591416 394.1%94.1%
E&S shareholder proposals 28717152 6476.7%71.9%
Other items 528315211 259.9%60.0%

Where they did not vote alike

Everything Voted differently Split votes

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

748 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalRussell Investments
PEPSICO INC. May 1, 2024 Shareholder Proposal - Director Election Resignation Bylaw.
Shareholder Rights and Defenses
Other Not determined AGAINST
15 funds
FOR
9 funds
PERMIAN RESOURCES CORP. May 22, 2024 To approve an amendment (the Exculpation Amendment) to the Charter to reflect the latest Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
16 funds
AGAINST
4 funds
PFIZER INC. April 25, 2024 Adopt an Independent Board Chair Policy
Corporate Governance
Other Against AGAINST
16 funds
FOR
9 funds
PPG INDUSTRIES INC. April 18, 2024 PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF OFFICERS OF THE COMPANY
Corporate Governance
Other For FOR
17 funds
AGAINST
6 funds
PROLOGIS INC. May 9, 2024 Vote on a stockholder proposal titled "Simple Majority Vote."
Corporate Governance
Other Against FOR
5 funds
AGAINST
11 funds
PRUDENTIAL FINANCIAL INC. May 14, 2024 Shareholder proposal regarding an Independent Board Chairman.
Corporate Governance
Other Against AGAINST
18 funds
FOR
3 funds
QUALCOMM INC. March 5, 2024 Approval of an amendment to our Bylaws to require claims under the Securities Act to be brought in federal court.
Shareholder Rights and Defenses
Other For FOR
16 funds
AGAINST
6 funds
QUALCOMM INC. March 5, 2024 Approval of an amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
16 funds
AGAINST
6 funds
QUEST DIAGNOSTICS INC. May 16, 2024 Approval of an amendment to Company's Restated Certificate of Incorporation to provide for the exculpation of officers of the Company as permitted by law
Corporate Governance
Other For FOR
17 funds
AGAINST
6 funds
RANGE RESOURCES CORP. May 8, 2024 To consider a Board proposal to amend our restated Certificate of Incorporation to reflect current Delaware corporate law provisions permitting the exculpation of certain officers.
Corporate Governance
Other For FOR
16 funds
AGAINST
5 funds
SAIA INC. April 25, 2024 Approve and adopt an amendment and restatement of Saia's certificate of incorporation to limit the liability of certain officers and make various conforming and technical revisions
Corporate Governance
Other For FOR
16 funds
AGAINST
5 funds
SALESFORCE INC. June 27, 2024 A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
16 funds
FOR
7 funds
SALESFORCE INC. June 27, 2024 Amendment of our Restated Certificate of Incorporation to provide for officer exculpation.
Corporate Governance
Other For FOR
16 funds
AGAINST
7 funds
SANDRIDGE ENERGY INC. June 12, 2024 Approve an extension of the Tax Benefits Preservation Plan from July 1, 2023 to July 1, 2026.
Shareholder Rights and Defenses
Other For AGAINST
14 funds
FOR
2 funds
SCHRODINGER INC. June 18, 2024 Approval of an amendment to the Schrodinger, Inc. Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
13 funds
AGAINST
3 funds
SEMLER SCIENTIFIC INC. October 19, 2023 Approve an amendment to our amended and restated certificate of incorporation to limit the liability of certain company officers as permitted by recent amendments to Delaware law.
Corporate Governance
Other For FOR
11 funds
AGAINST
2 funds
SITEONE LANDSCAPE SUPPLY INC. May 7, 2024 Approval of an amendment to the company's Charter to limit the liability of certain officers.
Corporate Governance
Other For FOR
14 funds
AGAINST
4 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A management proposal (ratification of Nevada exclusive forum provision).
Shareholder Rights and Defenses
Other For FOR
15 funds
AGAINST
2 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (right to call special shareholder meeting).
Corporate Governance
Other Against AGAINST
15 funds
FOR
2 funds
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding simple majority vote
Corporate Governance
Other Against FOR
8 funds
AGAINST
7 funds
SOUTHWEST GAS HOLDINGS INC. May 2, 2024 To APPROVE, the Company's Tax-Free Spin Protection Plan.
Shareholder Rights and Defenses
Other For AGAINST
12 funds
FOR
2 funds
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933.
Shareholder Rights and Defenses
Other For FOR
16 funds
AGAINST
1 fund
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Provide for Exculpation of Certain Officers as Permitted by Recent Amendments to Delaware Law.
Corporate Governance
Other For FOR
16 funds
AGAINST
1 fund
STEEL DYNAMICS INC. May 9, 2024 SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING
Corporate Governance
Other Not determined AGAINST
19 funds
FOR
5 funds
STEVEN MADDEN LTD. May 22, 2024 TO APPROVE AN AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF STEVEN MADDEN, LTD. TO INCORPORATE NEW DELAWARE LAW PROVISIONS REGARDING OFFICER EXCULPATION AND TO INTEGRATE PRIOR AMENDMENTS.
Corporate Governance
Other For FOR
19 funds
AGAINST
2 funds
SYLVAMO CORP. May 16, 2024 Approve an amendment to Sylvamo Corporation's Amended and Restated Certificate of Incorporation to eliminate our officers' personal liability for breach of fiduciary duty to the fullest extent permitted by Delaware law.
Corporate Governance
Other For FOR
20 funds
AGAINST
2 funds
SYNCHRONY FINANCIAL June 11, 2024 Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Reflect Recently Amended Delaware Law Provisions Regarding Officer Exculpation.
Corporate Governance
Other For FOR
17 funds
AGAINST
5 funds
SYNOPSYS INC. April 10, 2024 To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
11 funds
FOR
5 funds
TACTILE SYSTEMS TECHNOLOGY INC. May 8, 2024 Approve an amendment to the Company's Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law.
Corporate Governance
Other For FOR
16 funds
AGAINST
1 fund
TALOS ENERGY INC. May 23, 2024 To approve a Certificate of Amendment to the Company's Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
16 funds
AGAINST
4 funds
TARGET CORP. June 12, 2024 Shareholder proposal to adopt a policy for an independent board chair.
Corporate Governance
Other Against AGAINST
17 funds
FOR
7 funds
TEGNA INC. April 24, 2024 COMPANY PROPOSAL TO APPROVE officer exculpation amendments.
Corporate Governance
Other For FOR
20 funds
AGAINST
1 fund
TELEFLEX INC. May 3, 2024 Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting.
Corporate Governance
Other Against AGAINST
16 funds
FOR
3 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to permit a combined 15% of stockholders to call a special meeting.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
TEXAS PACIFIC LAND CORP. November 10, 2023 To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement.
Compensation
Other Against FOR
11 funds
AGAINST
3 funds
TEXAS PACIFIC LAND CORP. November 10, 2023 To consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company's Board of Directors.
Corporate Governance
Other Against AGAINST
11 funds
FOR
3 funds
TEXAS ROADHOUSE INC. May 16, 2024 Proposal to Amend the Company's Certificate of Incorporation to Provide for the Exculpation of Officers as Permitted by Delaware Law.
Corporate Governance
Other For FOR
13 funds
AGAINST
6 funds
TEXTRON INC. April 24, 2024 Shareholder Proposal regarding independent board chairman.
Corporate Governance
Other Against AGAINST
15 funds
FOR
5 funds
THE WILLIAMS COMPANIES, INC. April 30, 2024 Approve the Adoption of the Amended and Restated Certificate of Incorporation of The Williams Companies, Inc. to Limit the Liability of Certain Officers as Permitted by Law.
Corporate Governance
Other For FOR
15 funds
AGAINST
6 funds
TRAVEL + LEISURE CO. May 15, 2024 A proposal to amend the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company.
Corporate Governance
Other For FOR
13 funds
AGAINST
5 funds
TTM TECHNOLOGIES INC. May 8, 2024 To approve an amendment of our certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law.
Corporate Governance
Other For FOR
18 funds
AGAINST
2 funds
U-HAUL HOLDING CO. August 17, 2023 A proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023.
Corporate Governance
Other For AGAINST
17 funds
ABSTAIN
1 fund
UBER TECHNOLOGIES INC. May 6, 2024 Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
11 funds
AGAINST
5 funds
UNILEVER PLC May 1, 2024 Approve Climate Transition Action Plan
Environment or Climate
Other For AGAINST
3 funds
FOR
2 funds
UNITED AIRLINES HOLDINGS INC. May 22, 2024 A Vote to Approve the Company's Tax Benefits Preservation Plan.
Shareholder Rights and Defenses
Other For AGAINST
17 funds
FOR
2 funds
UNITED RENTALS INC. May 9, 2024 Company Proposal to Amend and Restate the Company's Restated Certificate of Incorporation to Permit Officer Exculpation
Corporate Governance
Other Not determined FOR
19 funds
AGAINST
8 funds
UNITED RENTALS INC. May 9, 2024 Stockholder Proposal for Directors to be Elected by Majority Vote
Corporate Governance
Other Not determined AGAINST
19 funds
FOR
8 funds
UNUM GROUP May 23, 2024 To approve amendment to the company's Amended and Restated Certificate of Incorporation to reflect recent amendments to Delaware law regarding officer exculpation.
Corporate Governance
Other For FOR
19 funds
AGAINST
5 funds
UPLAND SOFTWARE INC. June 5, 2024 To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan.
Shareholder Rights and Defenses
Other For AGAINST
13 funds
FOR
2 funds
VECTOR GROUP LTD. July 26, 2023 Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director.
Corporate Governance
Other Against AGAINST
10 funds
FOR
4 funds
VEEVA SYSTEMS INC. June 12, 2024 To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
11 funds
AGAINST
6 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Amend Clawback Policy
Compensation
Other Not determined FOR
19 funds
AGAINST
9 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Independent Board chair
Corporate Governance
Other Not determined AGAINST
19 funds
FOR
9 funds
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement.
Corporate Governance
Other Against AGAINST
13 funds
FOR
9 funds
VITAL ENERGY INC. May 23, 2024 To approve an amendment to the Certificate of Incorporation to adopt limitations on the liability of officers similar to those that exist for directors.
Corporate Governance
Other For FOR
16 funds
AGAINST
2 funds
WABASH NATIONAL CORP. May 22, 2024 To approve an amendment to Wabash National Corporation's Certificate of Incorporation, as amended, to provide exculpation from personal liability for certain officers as permitted by Delaware law.
Corporate Governance
Other For FOR
20 funds
AGAINST
1 fund
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Stockholder proposal requesting an independent board chairman.
Corporate Governance
Other Against AGAINST
15 funds
FOR
7 funds
WASTE MANAGEMENT INC. May 14, 2024 Approval of an amendment to the Certificate of Incorporation to provide for officer exculpation.
Corporate Governance
Other For FOR
13 funds
AGAINST
10 funds
WATERS CORP. May 23, 2024 To amend the Company's certificate of incorporation to provide for exculpation of certain officers of the Company as permitted by recent amendments to Delaware law; and
Corporate Governance
Other For FOR
15 funds
AGAINST
2 funds
WESTERN DIGITAL CORP. May 10, 2024 Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate.
Corporate Governance
Other For FOR
15 funds
AGAINST
2 funds
WILLIAMS-SONOMA INC. May 29, 2024 An amendment to our certificate of incorporation to include an officer exculpation provision
Corporate Governance
Other For FOR
16 funds
AGAINST
1 fund
WILLSCOT MOBILE MINI HOLDINGS CORP. June 7, 2024 To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers.
Corporate Governance
Other For FOR
13 funds
AGAINST
3 funds
ZOETIS INC. May 22, 2024 Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law.
Corporate Governance
Other For FOR
15 funds
AGAINST
8 funds
10X GENOMICS INC. June 11, 2024 Election of Directors: Election of the one Class II director listed in the accompanying proxy statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal; Kimberly J. Popovits
Director Elections
Board For AGAINST
7 funds
FOR
3 funds
AARON'S COMPANY INC. May 15, 2024 Approval, on a non-binding, advisory basis, of the Company's named executive officer compensation.
Say-on-Pay
Board For AGAINST
21 funds
FOR
3 funds
ADT INC. May 22, 2024 Approval of an amendment to the omnibus incentive plan to increase the number of shares of common stock authorized for issuance thereunder and extend the term
Compensation
Board For AGAINST
19 funds
FOR
2 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Balan Nair
Director Elections
Board For FOR
4 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Gregory J. McCray
Director Elections
Board For FOR
4 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: H. Fenwick Huss
Director Elections
Board For FOR
4 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Jacqueline H. Rice
Director Elections
Board For FOR
4 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Nikos Theodosopoulos
Director Elections
Board For FOR
4 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Non-binding advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
FOR
4 funds
ADVANTAGE SOLUTIONS INC. May 29, 2024 To elect five Class I directors from the nominees described in the proxy statement: Christopher Baldwin
Director Elections
Board For WITHHOLD
16 funds
FOR
1 fund
AERSALE CORP. June 4, 2024 Election of Directors: General C. Robert Kehler
Director Elections
Board For AGAINST
15 funds
FOR
2 funds
AERSALE CORP. June 4, 2024 Election of Directors: Jonathan Seiffer
Director Elections
Board For AGAINST
15 funds
FOR
2 funds
AGILYSYS INC. August 21, 2023 Election of Directors: Jerry Jones
Director Elections
Board For AGAINST
12 funds
FOR
2 funds
AGILYSYS INC. August 21, 2023 Election of Directors: John Mutch
Director Elections
Board For AGAINST
12 funds
FOR
2 funds
AGILYSYS INC. August 21, 2023 Election of Directors: Melvin L. Keating
Director Elections
Board For AGAINST
12 funds
FOR
2 funds
ALASKA AIR GROUP INC. May 9, 2024 Election of Directors to One-Year Terms: James A. Beer
Director Elections
Board For AGAINST
16 funds
FOR
5 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Cynthia L. Feldmann
Director Elections
Board For AGAINST
5 funds
FOR
3 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: James P. Cain
Director Elections
Board For AGAINST
5 funds
FOR
3 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Maria C. Freire
Director Elections
Board For AGAINST
5 funds
FOR
3 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Michael A. Woronoff
Director Elections
Board For AGAINST
5 funds
FOR
3 funds
ALTA EQUIPMENT GROUP INC. June 7, 2024 Election of Directors: Andrew Studdert
Director Elections
Board For WITHHOLD
17 funds
FOR
1 fund
ALTA EQUIPMENT GROUP INC. June 7, 2024 Election of Directors: Ryan Greenawalt
Director Elections
Board For WITHHOLD
17 funds
FOR
1 fund
AMAZON.COM INC. May 22, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For AGAINST
15 funds
FOR
9 funds
AMBAC FINANCIAL GROUP INC. June 5, 2024 To approve Ambac's 2024 Incentive Compensation Plan
Compensation
Board For AGAINST
20 funds
FOR
1 fund
AMDOCS LTD. February 2, 2024 ELECTION OF DIRECTORS: Robert A. Minicucci
Director Elections
Board For FOR
17 funds
AGAINST
7 funds
AMERICAN AIRLINES GROUP INC. June 5, 2024 Advisory vote to approve executive compensation (Say-on-Pay)
Say-on-Pay
Board For AGAINST
10 funds
FOR
4 funds
AMERIPRISE FINANCIAL INC. April 24, 2024 Election of Directors: Amy DiGeso
Director Elections
Board For FOR
16 funds
AGAINST
5 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Gil C. Tily
Director Elections
Board For WITHHOLD
17 funds
FOR
3 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Roger A. Carolin
Director Elections
Board For WITHHOLD
17 funds
FOR
3 funds
AMNEAL PHARMACEUTICALS INC. May 2, 2024 Election of Directors: Paul Meister
Director Elections
Board For AGAINST
16 funds
FOR
2 funds
AMPHASTAR PHARMACEUTICALS INC. June 3, 2024 To approve the amendment and restatement of our 2015 Equity Incentive Plan.
Compensation
Board For AGAINST
9 funds
FOR
2 funds
ANALOG DEVICES March 13, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
18 funds
FOR
10 funds
ANAPTYSBIO INC. June 12, 2024 To conduct a non-binding advisory vote on the compensation of our named executive officers as disclosed in the accompanying materials.
Say-on-Pay
Board For AGAINST
8 funds
FOR
1 fund
ANTERO MIDSTREAM CORP. June 5, 2024 To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers.
Say-on-Pay
Board For AGAINST
16 funds
FOR
2 funds
APELLIS PHARMACEUTICALS INC. June 5, 2024 Election of two Class I directors to hold office until the 2027 annual meeting of stockholders: Paul Fonteyne
Director Elections
Board For WITHHOLD
2 funds
FOR
1 fund
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Lynn Swann
Director Elections
Board For AGAINST
13 funds
FOR
6 funds
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Marc Beilinson
Director Elections
Board For AGAINST
13 funds
FOR
6 funds

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