Home › Asset managers › Compare 2023-2024 › Fidelity vs Dimensional
Fidelity 2023-2024 · Dimensional 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 97,715 | 90,515 | 3,598 | 3,602 | 96.2% | 94.7% |
| Board proposals | 77,848 | 71,466 | 3,343 | 3,039 | 95.5% | 94.0% |
| E&S shareholder proposals | 400 | 249 | 4 | 147 | 98.4% | 85.1% |
| Other items | 19,467 | 18,800 | 251 | 416 | 98.7% | 97.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
3,602 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 | Fidelity | Dimensional |
|---|---|---|---|---|---|---|
| BOWLERO CORP. | December 12, 2023 | Election of Directors: Thomas F. Shannon Director Elections |
Board | For | Split 5 FOR, 12 WITHHOLD |
WITHHOLD 7 funds |
| BRANDYWINE REALTY TRUST | May 23, 2024 | Election of Trustees: Terri A. Herubin Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 4 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To cast a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 19 FOR, 1 AGAINST |
AGAINST 2 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To elect five (5) directors, Eric Aguiar, M.D., Jennifer E. Cook, Andrea J. Ellis, Fred Hassan and Ali J. Satvat, to serve as Class II directors to hold office until the date of the annual meeting of stockholders following the year ending December 31, 2026 and until their successors are duly elected and qualified, or until such director's earlier death, resignation or removal: Eric Aguiar, M.D. Director Elections |
Board | For | Split 18 FOR, 1 WITHHOLD |
WITHHOLD 1 fund |
| BRIGHTVIEW HOLDINGS INC. | March 5, 2024 | Election of Directors: Jane Okun Bomba Director Elections |
Board | For | Split 1 FOR, 10 WITHHOLD |
WITHHOLD 19 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Eddy W. Hartenstein Director Elections |
Board | For | Split 71 FOR, 1 AGAINST |
AGAINST 17 funds |
| BROOKFIELD CORP. | June 7, 2024 | Approve BNRE Escrowed Stock Plan Compensation |
Board | For | Split 21 FOR, 2 AGAINST |
AGAINST 10 funds |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Jeffrey Blidner Director Elections |
Board | For | Split 16 FOR, 7 WITHHOLD |
WITHHOLD 15 funds |
| BROOKFIELD RENEWABLE CORP. | June 24, 2024 | Elect Director Jeffrey Blidner Director Elections |
Board | For | Split 4 FOR, 14 WITHHOLD |
WITHHOLD 19 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Campbell P. Brown Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Elizabeth M. Brown Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Marshall B. Farrer Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Michael A. Todman Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Michael J. Roney Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Stuart R. Brown Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Tracy L. Skeans Director Elections |
Board | For | Split 1 FOR, 10 AGAINST |
AGAINST 10 funds |
| BRP GROUP INC. | June 5, 2024 | Company Proposal - To elect three Class II Directors to serve until the 2027 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Trevor Baldwin Director Elections |
Board | For | Split 32 FOR, 1 WITHHOLD |
WITHHOLD 14 funds |
| BRP INC. | May 31, 2024 | Elect Director Joshua Bekenstein Director Elections |
Board | For | Split 18 FOR, 6 AGAINST |
AGAINST 13 funds |
| BRP INC. | May 31, 2024 | Elect Director Pierre Beaudoin Director Elections |
Board | For | Split 18 FOR, 6 AGAINST |
AGAINST 13 funds |
| BRUNELLO CUCINELLI SPA | April 23, 2024 | Approve 2024-2026 Stock Grant Plan Compensation |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 2 funds |
| BRUNELLO CUCINELLI SPA | April 23, 2024 | Approve Second Section of the Remuneration Report Compensation |
Board | For | Split 4 FOR, 5 AGAINST |
AGAINST 2 funds |
| BRUNELLO CUCINELLI SPA | April 23, 2024 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service 2022-2024 Stock Grant Plan and 2024-2026 Stock Grant Plan Compensation |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 2 funds |
| BUCKLE INC. | June 3, 2024 | Election of Directors: Karen B. Rhoads Director Elections |
Board | For | Split 13 FOR, 1 WITHHOLD |
FOR 16 funds |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: Brett N. Milgrim Director Elections |
Board | Not determined | Split 24 FOR, 41 AGAINST |
FOR 20 funds |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: Cleveland A. Christophe Director Elections |
Board | Not determined | Split 23 FOR, 42 AGAINST |
FOR 20 funds |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: David E. Rush Director Elections |
Board | Not determined | Split 24 FOR, 41 AGAINST |
FOR 20 funds |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: W. Bradley Hayes Director Elections |
Board | Not determined | Split 24 FOR, 41 AGAINST |
Split 18 FOR, 2 AGAINST |
| BUPA ARABIA FOR COOPERATIVE INSURANCE CO. | June 30, 2024 | Amend Remuneration Policy of Board and Committees Members Compensation |
Board | For | Split 5 FOR, 9 AGAINST |
AGAINST 4 funds |
| BUPA ARABIA FOR COOPERATIVE INSURANCE CO. | June 30, 2024 | Ratify Auditors and Fix Their Remuneration of Q2, Q3, Q4 and Annual Statements of FY 2024 and Q1 of FY 2025 Audit-related |
Board | For | Split 9 FOR, 5 AGAINST |
FOR 4 funds |
| BURLINGTON STORES INC. | May 22, 2024 | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
AGAINST 16 funds |
| BUSINESS FIRST BANCSHARES INC. | July 27, 2023 | Proposal - To approve, on a non-binding, advisory basis, the compensation of the Company's NEOs (the "Say-on-Pay Proposal"); and Say-on-Pay |
Board | For | Split 2 FOR, 11 AGAINST |
AGAINST 17 funds |
| BUZZI SPA | May 9, 2024 | Approve Remuneration Policy Compensation |
Board | For | Split 2 FOR, 6 AGAINST |
AGAINST 3 funds |
| BUZZI SPA | May 9, 2024 | Approve Second Section of the Remuneration Report Compensation |
Board | For | Split 2 FOR, 6 AGAINST |
AGAINST 3 funds |
| BYD COMPANY LTD. | September 19, 2023 | Elect Lv Xiang-yang as Director Director Elections |
Board | For | Split 9 FOR, 24 AGAINST |
FOR 5 funds |
| BYD COMPANY LTD. | September 19, 2023 | Elect Wang Chuan-fu as Director Director Elections |
Board | For | Split 9 FOR, 24 AGAINST |
FOR 5 funds |
| BYD COMPANY LTD. | September 19, 2023 | Elect Xia Zuo-quan as Director Director Elections |
Board | For | Split 9 FOR, 24 AGAINST |
FOR 5 funds |
| BYD COMPANY LTD. | June 6, 2024 | Approve Authorization to the Board to Determine the Proposed Plan for the Issuance of Debt Financing Instruments Capital Structure |
Board | For | Split 10 FOR, 33 AGAINST |
AGAINST 5 funds |
| BYD COMPANY LTD. | June 6, 2024 | Approve Provision of Guarantee Capital Structure |
Board | For | Split 33 FOR, 10 AGAINST |
AGAINST 5 funds |
| C3.AI INC. | October 4, 2023 | Election of Class III Directors Nominees: Michael G. McCaffery Director Elections |
Board | For | Split 1 FOR, 12 WITHHOLD |
WITHHOLD 5 funds |
| CACTUS INC. | May 14, 2024 | Election of Class I Directors: John O'Donnell Director Elections |
Board | For | Split 29 FOR, 2 WITHHOLD |
FOR 15 funds |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | Split 49 FOR, 1 AGAINST |
FOR 12 funds |
| CAIXA SEGURIDADE PARTICIPACOES SA | April 25, 2024 | Elect Francisco Egidio Pelucio Martins as Director Director Elections |
Board | For | Split 2 FOR, 8 AGAINST |
AGAINST 3 funds |
| CAIXA SEGURIDADE PARTICIPACOES SA | April 25, 2024 | Ratify Humberto Jose Teofilo Magalhaes as Director Director Elections |
Board | For | Split 2 FOR, 8 AGAINST |
AGAINST 3 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Adolphus B. Baker Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Camille S. Young Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: James E. Poole Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Letitia C. Hughes Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Max P. Bowman Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Sherman L. Miller Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Steve W. Sanders Director Elections |
Board | For | Split 2 FOR, 14 WITHHOLD |
WITHHOLD 16 funds |
| CALIX INC. | May 9, 2024 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | Split 11 FOR, 1 AGAINST |
AGAINST 17 funds |
| CAMDEN PROPERTY TRUST | May 10, 2024 | Approval, by an advisory vote, of executive compensation. Say-on-Pay |
Board | For | Split 33 FOR, 2 AGAINST |
FOR 6 funds |
| CAMPING WORLD HOLDINGS INC. | May 14, 2024 | Election of Class II Directors: Andris Baltins Director Elections |
Board | For | Split 7 FOR, 10 WITHHOLD |
WITHHOLD 13 funds |
| CANADA GOOSE HOLDINGS INC. | August 4, 2023 | Elect Director Dani Reiss Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
WITHHOLD 12 funds |
| CANADA GOOSE HOLDINGS INC. | August 4, 2023 | Elect Director Joshua Bekenstein Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
WITHHOLD 12 funds |
| CANADA GOOSE HOLDINGS INC. | August 4, 2023 | Elect Director Ryan Cotton Director Elections |
Board | For | Split 7 FOR, 1 WITHHOLD |
WITHHOLD 12 funds |
| CANNAE HOLDINGS INC. | June 19, 2024 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | Split 2 FOR, 15 AGAINST |
AGAINST 11 funds |
| CAPITOL FEDERAL FINANCIAL INC. | January 23, 2024 | Election of Directors: (for three-year terms): Carlton A. Ricketts Director Elections |
Board | For | Split 1 FOR, 13 AGAINST |
AGAINST 20 funds |
| CAPRI HOLDINGS LTD. | October 25, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | Split 22 FOR, 2 AGAINST |
AGAINST 18 funds |
| CARGURUS INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023. Say-on-Pay |
Board | For | Split 15 FOR, 1 AGAINST |
AGAINST 20 funds |
| CARISMA THERAPEUTICS INC. | June 13, 2024 | To elect two Class I directors, each to serve for a three-year term expiring at the 2027 annual meeting of stockholders: Michael Torok Director Elections |
Board | For | Split 7 FOR, 2 WITHHOLD |
FOR 1 fund |
| CARLISLE COMPANIES INC. | May 1, 2024 | To approve, on an advisory basis, the Company's named executive officer compensation in 2023. Say-on-Pay |
Board | Not determined | Split 35 FOR, 1 AGAINST |
FOR 17 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | Split 17 FOR, 17 AGAINST |
AGAINST 15 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Election of Directors: Daniel A. D'Aniello Director Elections |
Board | For | Split 18 FOR, 16 WITHHOLD |
FOR 15 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Election of Directors: William J. Shaw Director Elections |
Board | For | Split 18 FOR, 16 WITHHOLD |
FOR 15 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") Say-on-Pay |
Board | For | Split 17 FOR, 18 AGAINST |
AGAINST 16 funds |
| CARNIVAL CORP. | April 5, 2024 | To approve the Carnival plc 2024 Employee Share Plan. Compensation |
Board | For | Split 17 FOR, 1 AGAINST |
FOR 13 funds |
| CARREFOUR SA | May 24, 2024 | Approve Compensation of Alexandre Bompard, Chairman and CEO Compensation |
Board | For | Split 2 FOR, 12 AGAINST |
AGAINST 4 funds |
| CARROLS RESTAURANT GROUP INC. | May 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc. Say-on-Pay |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 18 funds |
| CARSALES.COM LTD. | October 27, 2023 | Elect Patrick O'Sullivan as Director Director Elections |
Board | For | Split 5 FOR, 5 AGAINST |
AGAINST 8 funds |
| CARVANA CO. | May 6, 2024 | Election of Directors: Ernest Garcia III Director Elections |
Board | For | Split 23 FOR, 1 WITHHOLD |
WITHHOLD 9 funds |
| CARVANA CO. | May 6, 2024 | Election of Directors: Ira Platt Director Elections |
Board | For | Split 9 FOR, 15 WITHHOLD |
WITHHOLD 9 funds |
| CATO CORP. | May 23, 2024 | ELECTION OF DIRECTORS: John P. D. Cato Director Elections |
Board | For | Split 10 FOR, 1 WITHHOLD |
WITHHOLD 18 funds |
| CBIZ INC. | May 9, 2024 | Election of Directors: A. Haag Sherman Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 18 funds |
| CBIZ INC. | May 9, 2024 | Election of Directors: Michael H. DeGroote Director Elections |
Board | For | Split 15 FOR, 1 AGAINST |
FOR 18 funds |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | May 23, 2024 | Election of Directors: Eileen Schloss Director Elections |
Board | For | Split 2 FOR, 1 WITHHOLD |
WITHHOLD 14 funds |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | May 23, 2024 | Election of Directors: Eric Wei Director Elections |
Board | For | Split 1 FOR, 2 WITHHOLD |
WITHHOLD 14 funds |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | May 23, 2024 | Election of Directors: Githesh Ramamurthy Director Elections |
Board | For | Split 1 FOR, 2 WITHHOLD |
WITHHOLD 14 funds |
| CENOVUS ENERGY INC. | May 1, 2024 | Elect Director Frank J. Sixt Director Elections |
Board | For | Split 23 FOR, 6 AGAINST |
AGAINST 13 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Brendan P. Dougher Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Brooks M. Pennington III Director Elections |
Board | For | Split 1 FOR, 14 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Christopher T. Metz Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Courtnee Chun Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: John R. Ranelli Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Lisa Coleman Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: M. Beth Springer Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: Michael J. Griffith Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | Election of Directors: William E. Brown Director Elections |
Board | For | Split 3 FOR, 12 WITHHOLD |
WITHHOLD 20 funds |
| CENTRAL JAPAN RAILWAY CO. | June 21, 2024 | Elect Director Kaneko, Shin Director Elections |
Board | For | Split 11 FOR, 1 AGAINST |
FOR 2 funds |
| CENTRUS ENERGY CORP. | June 20, 2024 | Election of Directors: Tina W. Jonas Director Elections |
Board | For | Split 11 FOR, 1 WITHHOLD |
FOR 14 funds |
| CERTARA INC. | May 21, 2024 | To elect the three Class 1 directors named in our Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their respective successors have been duly elected and qualified: James Cashman III Director Elections |
Board | For | Split 20 FOR, 2 AGAINST |
AGAINST 19 funds |
| CF INDUSTRIES HOLDINGS INC. | April 18, 2024 | Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers. Say-on-Pay |
Board | For | Split 48 FOR, 1 AGAINST |
FOR 17 funds |
| CHAMPION IRON LTD. | August 31, 2023 | Elect Louise Grondin as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 6 funds |
| CHAMPION IRON LTD. | August 31, 2023 | Elect Michael O'Keeffe as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 6 funds |
| CHAMPION IRON LTD. | August 31, 2023 | Elect Michelle Cormier as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 6 funds |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Election of Directors: Martin W. Mackay Director Elections |
Board | For | Split 26 FOR, 2 AGAINST |
FOR 16 funds |
| CHARLES SCHWAB CORP. | May 23, 2024 | Advisory Approval of Named Executive Officer Compensation Say-on-Pay |
Board | For | Split 29 FOR, 1 AGAINST |
FOR 16 funds |
| CHART INDUSTRIES INC. | May 21, 2024 | To approve and adopt the Chart Industries, Inc. 2024 Omnibus Equity Plan; and Compensation |
Board | For | Split 54 FOR, 1 AGAINST |
AGAINST 3 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | Split 16 FOR, 18 AGAINST |
AGAINST 19 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Election of Directors: Balan Nair Director Elections |
Board | For | Split 34 FOR, 1 AGAINST |
FOR 19 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.