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

96.2% When both took a single position, they voted the same way on 96.2% of 94,113 items (90,515 the same, 3,598 different). 3,602 items where at least one of them split its funds are listed separately below. Both voted on 97,715 items in all.

Fidelity 2023-2024 · Dimensional 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 97,71590,5153,598 3,60296.2%94.7%
Board proposals 77,84871,4663,343 3,03995.5%94.0%
E&S shareholder proposals 4002494 14798.4%85.1%
Other items 19,46718,800251 41698.7%97.8%

Where they did not vote alike

Everything Voted differently Split votes

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

4 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 recommendedFidelityDimensional
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
112 funds
FOR
14 funds
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against FOR
10 funds
AGAINST
7 funds
PARAMOUNT GLOBAL June 4, 2024 A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a "transparency report" regarding its use of artificial intelligence.
Other Social Issues
Shareholder (E&S) Against FOR
11 funds
AGAINST
15 funds
STRIDE INC. December 7, 2023 Approval of the stockholder proposal regarding a report on lobbying; and
Other Social Issues
Shareholder (E&S) Against FOR
13 funds
AGAINST
18 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 18, 2026 from SEC Form N-PX filings.