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

93.5% When both took a single position, they voted the same way on 93.5% of 95,746 items (89,516 the same, 6,230 different). 105 items where at least one of them split its funds are listed separately below. Both voted on 95,851 items in all.

Dimensional 2023-2024 · TIAA 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 95,85189,5166,230 10593.5%93.4%
Board proposals 75,71569,9315,776 892.4%92.4%
E&S shareholder proposals 38923166 9277.8%67.4%
Other items 19,74719,354388 598.0%98.0%

Where they did not vote alike

Everything Voted differently Split votes

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

5 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 recommendedDimensionalTIAA
BRISTOW GROUP INC. June 5, 2024 U.S. CITIZENSHIP Please mark "YES" if the stock owned of record or beneficially by you is owned and controlled ONLY by U.S. citizens (as defined in the proxy statement), or mark "NO" if such stock is owned or controlled by any person who is NOT is U.S. citizen.
Other
Other None Split
18 FOR, 2 AGAINST
FOR
6 funds
CHUBB LIMITED May 16, 2024 Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented
Environment or Climate
Other Against Split
3 FOR, 13 AGAINST
AGAINST
12 funds
CHUBB LIMITED May 16, 2024 Shareholder proposal on pay gap reporting, if properly presented
Diversity, Equity, and Inclusion
Other Against Split
3 FOR, 13 AGAINST
FOR
12 funds
RESTAURANT BRANDS INTERNATIONAL INC. June 6, 2024 Consider a shareholder proposal regarding reducing plastic use.
Environment or Climate
Other Against Split
2 FOR, 9 AGAINST
FOR
5 funds
RESTAURANT BRANDS INTERNATIONAL INC. June 6, 2024 Consider a shareholder proposal regarding water risk.
Environment or Climate
Other Against Split
2 FOR, 9 AGAINST
FOR
5 funds

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← 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.