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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

667 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
2020 BULKERS LTD. May 7, 2024 Authorize Board to Fill Vacancies
Corporate Governance
Other For FOR
2 funds
AGAINST
1 fund
ABC-MART INC. May 28, 2024 Amend Articles to Increase Authorized Capital
Corporate Governance
Other For FOR
4 funds
AGAINST
2 funds
AC IMMUNE SA June 20, 2024 Amend Articles of Association (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings)
Corporate Governance
Other For FOR
1 fund
AGAINST
4 funds
AENA S.M.E. SA April 18, 2024 Advisory Vote on Company's 2023 Updated Report on Climate Action Plan
Environment or Climate
Other For FOR
19 funds
AGAINST
4 funds
AKWEL SA May 23, 2024 Approve Discharge of Management and Supervisory Board Members
Corporate Governance
Other For FOR
1 fund
AGAINST
3 funds
ALFEN NV April 9, 2024 Amend Articles of Association of the Company II
Corporate Governance
Other For FOR
2 funds
AGAINST
3 funds
ALTAREA SCA June 5, 2024 Approve Report on Progress of Company's Climate Transition Plan (Advisory)
Environment or Climate
Other For FOR
3 funds
AGAINST
1 fund
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to golden parachutes.
Compensation
Other Against AGAINST
43 funds
FOR
15 funds
AMLOGIC (SHANGHAI) CO. LTD. May 6, 2024 Approve Financial Statements and Financial Budget Report
Corporate Governance
Other For FOR
5 funds
AGAINST
5 funds
AMUNDI SA May 24, 2024 Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory)
Environment or Climate
Other For FOR
11 funds
AGAINST
4 funds
ANAVEX LIFE SCIENCES CORP. June 18, 2024 Shareholder Proposal regarding Shareholder Opportunity to Vote on Excessive Golden Parachutes.
Compensation
Other Against AGAINST
12 funds
FOR
3 funds
ANIMA HOLDING SPA March 28, 2024 Amend Company Bylaws
Corporate Governance
Other For FOR
2 funds
AGAINST
3 funds
ARGAN SA March 21, 2024 Approve Auditors' Special Report on Related-Party Transactions
Corporate Governance
Other For FOR
6 funds
AGAINST
1 fund
ARQ INC. June 10, 2024 To approve the Seventh Amendment to the Company's Tax Asset Protection Plan.
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
11 funds
ARTIENCE CO. LTD. March 26, 2024 Initiate Share Repurchase Program
Capital Structure
Other Against AGAINST
2 funds
FOR
3 funds
AVIAT NETWORKS INC. November 8, 2023 Amendment No. 1 to the Amended and Restated Tax Benefit Preservation Plan dated as of February 28, 2023, by and between the Company and Computershare Inc. as Rights Agent.
Shareholder Rights and Defenses
Other For FOR
11 funds
AGAINST
19 funds
AVIC INDUSTRY-FINANCE HOLDINGS CO. LTD. June 28, 2024 Approve Financial Budget Report
Corporate Governance
Other For FOR
5 funds
AGAINST
3 funds
AVICOPTER PLC April 10, 2024 Approve Financial Budget Report
Corporate Governance
Other For FOR
5 funds
AGAINST
5 funds
AVIVA PLC May 2, 2024 Approve Climate-Related Financial Disclosure
Environment or Climate
Other For FOR
12 funds
AGAINST
9 funds
BANK OF BEIJING CO. LTD. May 16, 2024 Approve Financial Budget Report
Corporate Governance
Other For FOR
6 funds
AGAINST
7 funds
BANK OF MONTREAL April 16, 2024 SP 1: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements
Corporate Governance
Other Against AGAINST
10 funds
FOR
11 funds
BANQUE CANTONALE VAUDOISE April 25, 2024 Amend Articles Re: General Meetings (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings)
Corporate Governance
Other For FOR
1 fund
AGAINST
6 funds
BARNES & NOBLE EDUCATION INC. June 5, 2024 To authorize an adjournment or adjournments of the meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of the Share Issuance Proposal, the Amended Certificate Proposal, the Reverse Split Proposal or the Board Election Proposal (the "Adjournment Proposal" or "Proposal 5").
Corporate Governance
Other For FOR
3 funds
AGAINST
1 fund
BARRY CALLEBAUT AG December 6, 2023 Approve Virtual-Only Shareholder Meetings
Corporate Governance
Other For FOR
1 fund
AGAINST
5 funds
BAXTER INTERNATIONAL INC. May 7, 2024 Shareholder Proposal - Executives to Retain Significant Stock
Compensation
Other Against AGAINST
32 funds
FOR
15 funds
BEIGENE LTD. June 5, 2024 Ordinary Resolution THAT the adjournment of the Annual Meeting by the chairman, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Annual Meeting to approve any of the proposals described above, be and is hereby approved.
Corporate Governance
Other For FOR
8 funds
AGAINST
5 funds
BEIJING KINGSOFT OFFICE SOFTWARE INC. May 28, 2024 Approve Financial Budget Report
Corporate Governance
Other For FOR
6 funds
AGAINST
4 funds
BOMBARDIER INC. April 25, 2024 SP 2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements
Corporate Governance
Other Against AGAINST
9 funds
FOR
7 funds
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote to amend the Company's clawback policy.
Compensation
Other Not determined AGAINST
67 funds
FOR
14 funds
BORR DRILLING LTD. August 31, 2023 Authorize Board to Fill Vacancies
Corporate Governance
Other For FOR
2 funds
AGAINST
13 funds
BOSSARD HOLDING AG April 8, 2024 Amend Articles Re: General Meetings (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings)
Corporate Governance
Other For FOR
3 funds
AGAINST
2 funds
BRISTOL-MYERS SQUIBB CO. May 7, 2024 Shareholder Proposal on Executive Retention of Significant Stock
Compensation
Other Against AGAINST
49 funds
FOR
18 funds
BUNKA SHUTTER CO. LTD. June 18, 2024 Approve Additional Allocation of Income so that Payout Ratio Will Come to 100 Percent
Capital Structure
Other Against AGAINST
2 funds
FOR
3 funds
BURSTONE GROUP LTD. September 28, 2023 Authorise Ratification of Approved Resolution
Corporate Governance
Other For FOR
1 fund
AGAINST
1 fund
CANADIAN IMPERIAL BANK OF COMMERCE April 4, 2024 SP 2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements
Corporate Governance
Other Against AGAINST
7 funds
FOR
12 funds
CANADIAN NATIONAL RAILWAY CO. April 26, 2024 Management Advisory Vote on Climate Change
Environment or Climate
Other For FOR
22 funds
AGAINST
10 funds
CANADIAN PACIFIC KANSAS CITY LTD. April 24, 2024 Management Advisory Vote on Climate Change
Environment or Climate
Other For FOR
36 funds
AGAINST
7 funds
CAPSTAR FINANCIAL HOLDINGS INC. February 29, 2024 To adjourn the Special Meeting of Shareholders of CapStar Financial Holdings, Inc., if necessary or appropriate, to solicit additional proxies in favor of adopting and approving the Merger Agreement.
Corporate Governance
Other For AGAINST
7 funds
FOR
18 funds
CARDINAL HEALTH INC. November 15, 2023 Shareholder proposal regarding executives retaining significant stock, if properly presented
Compensation
Other Against AGAINST
40 funds
FOR
15 funds
CASCADES INC. May 9, 2024 SP A-2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements
Corporate Governance
Other Against AGAINST
1 fund
FOR
9 funds
CATRION CATERING HOLDING CO. April 30, 2024 Approve Related Party Transactions with Saudi Airlines Establishment Re: Other Services Rendered to Saudi Airlines Establishment
Corporate Governance
Other For FOR
4 funds
AGAINST
3 funds
CENTRAL VALLEY COMMUNITY BANCORP February 8, 2024 Grant of Discretionary Authority to Adjourn Meeting. To consider and vote upon a proposal to grant discretionary authority to adjourn the special meeting if necessary or appropriate in the judgment of our board of directors to solicit additional proxies or votes to approve the principal terms of the merger agreement and the transactions contemplated thereby, including the merger and the Central Valley share issuance.
Corporate Governance
Other For AGAINST
7 funds
FOR
17 funds
CGI INC. January 31, 2024 SP 2: Approve In-person Annual Shareholder Meetings with Complementary Virtual Meetings
Corporate Governance
Other Against AGAINST
13 funds
FOR
12 funds
CHINA NATIONAL SOFTWARE & SERVICE CO. LTD. May 16, 2024 Approve Transaction Constitutes as Related Party Transaction
Corporate Governance
Other For FOR
5 funds
AGAINST
4 funds
CHINA NATIONAL SOFTWARE & SERVICE CO. LTD. May 16, 2024 Approve White Wash Waiver
Shareholder Rights and Defenses
Other For FOR
5 funds
AGAINST
4 funds
CHINA ZHESHANG BANK CO. LTD. June 12, 2024 Approve Annual Budget Report
Corporate Governance
Other For FOR
6 funds
AGAINST
7 funds
CHINA ZHESHANG BANK CO. LTD. June 12, 2024 Approve Report of Connected Transaction Management System Implementation and Information of Connected Transactions
Corporate Governance
Other For FOR
6 funds
AGAINST
7 funds
CHLITINA HOLDING LTD. December 27, 2023 Approve Release of Directors from Non-competition Restrictions
Corporate Governance
Other For AGAINST
3 funds
FOR
2 funds
CIE AUTOMOTIVE SA May 8, 2024 Fix Number of Directors at 13
Corporate Governance
Other For FOR
14 funds
AGAINST
2 funds
CIELO SA April 23, 2024 Approve J. Safra Assessoria Ltda. as Independent Firm to Prepare the New Appraisal
Corporate Governance
Other None AGAINST
2 funds
FOR
3 funds
CITIZEN WATCH CO. LTD. June 25, 2024 Amend Articles to Separate Chairman of the Board and CEO, and Appoint Outside Director as Board Chair
Corporate Governance
Other Against AGAINST
2 funds
FOR
3 funds
CM HOSPITALAR SA April 30, 2024 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Corporate Governance
Other None FOR
1 fund
ABSTAIN
1 fund
CNO FINANCIAL GROUP INC. May 9, 2024 Approval of the adoption of the Amended and Restated Section 382 Shareholder Rights Plan.
Shareholder Rights and Defenses
Other For FOR
15 funds
AGAINST
17 funds
CODORUS VALLEY BANCORP INC. May 30, 2024 Adjournment. To consider and vote upon a proposal to adjourn the CVLY special meeting to a later date or dates, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the CVLY special meeting to approve the CVLY merger proposal (the "CVLY adjournment proposal").
Corporate Governance
Other For AGAINST
7 funds
FOR
19 funds
COMMUNITY WEST BANCSHARES February 8, 2024 Grant of Discretionary Authority to Adjourn Meeting. To consider and vote upon a proposal to grant discretionary authority to adjourn the special meeting if necessary or appropriate in the judgment of our board of directors to solicit additional proxies or votes in favor of the approval of the principal terms of the merger agreement and the transactions contemplated thereby, including the merger.
Corporate Governance
Other For AGAINST
4 funds
FOR
16 funds
COMPAGNIE FINANCIERE RICHEMONT SA September 6, 2023 Amend Articles Re: General Meeting
Corporate Governance
Other For FOR
29 funds
AGAINST
4 funds
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP April 25, 2024 Elect Gisomar Francisco de Bittencourt Marinho as Fiscal Council Member and Ricardo Bertucci as Alternate Appointed by Minority Shareholder
Audit-related
Other None ABSTAIN
1 fund
FOR
5 funds
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP May 27, 2024 Amend Articles and Consolidate Bylaws
Corporate Governance
Other For FOR
1 fund
AGAINST
4 funds
CONFORMIS INC. August 31, 2023 To adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to adopt the Merger Agreement.
Corporate Governance
Other For AGAINST
4 funds
FOR
1 fund
CONTEXTLOGIC INC. June 18, 2024 To ratify, on an advisory basis, the adoption of our Tax Benefits Preservation Plan.
Shareholder Rights and Defenses
Other For FOR
13 funds
AGAINST
3 funds
CORTICEIRA AMORIM SGPS SA April 22, 2024 Elect General Meeting Board and Board of Directors (Including Audit Committee) for 2024-2026 Term
Director Elections
Other None FOR
5 funds
AGAINST
2 funds
CSP INC. June 26, 2024 To approve any adjournment of the Special Meeting from time to time, if necessary or appropriate, including to solicit additional votes in favor of Proposal 1 if there are not sufficient votes at the time of the Special Meeting to adopt Proposal 1 or to establish a quorum.
Corporate Governance
Other For FOR
4 funds
AGAINST
13 funds
DAI NIPPON PRINTING CO. LTD. June 27, 2024 Appoint Shareholder Director Nominee Kusunoki, Ken
Director Elections
Other Contested AGAINST
12 funds
FOR
3 funds
DB HITEK CO. LTD. March 28, 2024 Elect Yoon Young-mok as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal)
Director Elections
Other For AGAINST
5 funds
FOR
3 funds
DEERE & CO. February 28, 2024 Shareholder proposal regarding shareholder ratification of golden parachutes
Compensation
Other Against AGAINST
52 funds
FOR
20 funds
DIFFUSION PHARMACEUTICALS INC. August 15, 2023 To consider and vote on a proposal to approve a postponement or adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of the proposals set forth above (the "Postponement Proposal").
Corporate Governance
Other For AGAINST
4 funds
FOR
1 fund
EARGO INC. February 13, 2024 To approve one or more proposals to adjourn the Special Meeting, if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal.
Corporate Governance
Other For AGAINST
4 funds
FOR
1 fund
ECONOCOM GROUP SE June 26, 2024 Appoint BDO Bedrijfsrevisoren BV as Auditors for the Sustainability Reporting and Approve Auditors' Remuneration
Other
Other For FOR
4 funds
AGAINST
4 funds
EDP-ENERGIAS DE PORTUGAL SA April 10, 2024 Approve Progress Report on 2030 Climate Change Plan
Environment or Climate
Other For FOR
9 funds
AGAINST
1 fund
EMAGIN CORP. August 31, 2023 Proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For AGAINST
3 funds
FOR
1 fund
EMCORE CORP. March 15, 2024 Ratification of the approval of the Company's Section 382 Tax Benefits Preservation Plan;
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
2 funds
EMPIRIC STUDENT PROPERTY PLC May 22, 2024 Approve the Company's Future ESG Commitments
Environment or Climate
Other For FOR
2 funds
AGAINST
2 funds
ENAUTA PARTICIPACOES SA July 4, 2023 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
Shareholder Rights and Defenses
Other None AGAINST
1 fund
ABSTAIN
3 funds
ENAUTA PARTICIPACOES SA July 4, 2023 Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Corporate Governance
Other None FOR
1 fund
ABSTAIN
3 funds
ENVELA CORP. June 28, 2024 The adjournment of the annual meeting, if necessary, to solicit additional proxies in favor of proposals 1 and 2.
Corporate Governance
Other For FOR
6 funds
AGAINST
7 funds
ERAMET SA May 30, 2024 Approve Company's Climate Transition Plan (Advisory)
Environment or Climate
Other For FOR
5 funds
AGAINST
2 funds
ESSENTRA PLC May 23, 2024 Approve Climate Transition Action Plan
Environment or Climate
Other For FOR
2 funds
AGAINST
9 funds
EZAKI GLICO CO. LTD. March 26, 2024 Approve Restricted Stock Plan
Compensation
Other Against AGAINST
4 funds
FOR
4 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding amendment to clawback policy.
Compensation
Other Against AGAINST
39 funds
FOR
15 funds
FENG TAY ENTERPRISES CO. LTD. May 31, 2024 Elect How-Jen, Huang, with Shareholder No. P101154XXX, as Independent Director
Director Elections
Other For FOR
8 funds
AGAINST
3 funds
FERROVIAL SE April 11, 2024 Approve Climate Strategy Report
Environment or Climate
Other For FOR
15 funds
AGAINST
4 funds
FIERA CAPITAL CORP. May 23, 2024 Approve Advance Notice Requirement
Shareholder Rights and Defenses
Other For FOR
1 fund
AGAINST
7 funds
FIESTA RESTAURANT GROUP INC. October 24, 2023 A proposal to approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal (the "Adjournment Proposal").
Corporate Governance
Other For AGAINST
7 funds
FOR
18 funds
FLATEXDEGIRO AG June 4, 2024 Elect Bernd Foertsch to the Supervisory Board
Director Elections
Other None AGAINST
2 funds
FOR
2 funds
FOMENTO ECONOMICO MEXICANO SAB DE CV March 22, 2024 Approve Financial Statements and Statutory Reports
Corporate Governance
Other For AGAINST
9 funds
FOR
5 funds
FUBOTV INC. June 18, 2024 Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5 or Proposal 6.
Corporate Governance
Other For FOR
11 funds
AGAINST
3 funds
FUJIAN SUNNER DEVELOPMENT CO. LTD. April 17, 2024 Approve Financial Budget Report
Corporate Governance
Other For FOR
5 funds
AGAINST
6 funds
FUKUDA DENSHI CO. LTD. June 27, 2024 Abolish Compensation Sub-Ceiling for Outside Directors
Compensation
Other Against AGAINST
4 funds
FOR
2 funds
FUKUDA DENSHI CO. LTD. June 27, 2024 Appoint Shareholder Director Nominee Nakamura, Yusuke
Director Elections
Other Against AGAINST
4 funds
FOR
2 funds
GAKUJO CO. LTD. January 26, 2024 Amend Articles to Allow Shareholder Meeting Resolutions on Cancellation of Treasury Shares
Capital Structure
Other Against AGAINST
3 funds
FOR
2 funds
GAKUJO CO. LTD. January 26, 2024 Amend Articles to Disclose Cost of Equity Capital in Corporate Governance Report
Corporate Governance
Other Against AGAINST
3 funds
FOR
2 funds
GAKUJO CO. LTD. January 26, 2024 Amend Articles to Require Individual Compensation Disclosure for Directors
Compensation
Other Against AGAINST
3 funds
FOR
2 funds
GAKUJO CO. LTD. January 26, 2024 Cancel the Company's Treasury Shares
Capital Structure
Other Against AGAINST
3 funds
FOR
2 funds
GEA GROUP AG April 30, 2024 Approve Climate Roadmap 2040
Environment or Climate
Other For FOR
13 funds
AGAINST
1 fund
GECINA April 25, 2024 APPROVE COMPANY'S AMBITION TO REDUCE GREENHOUSE GAS EMISSIONS FROM ITS OPERATING BUILDINGS (ADVISORY)
Environment or Climate
Other For FOR
12 funds
AGAINST
1 fund
GENETRON HOLDINGS LTD. February 21, 2024 Adjourn Meeting
Corporate Governance
Other For AGAINST
1 fund
FOR
4 funds
GESTAMP AUTOMOCION May 9, 2024 ADVISORY VOTE ON THE ESG 2025 STRATEGIC PLAN
Environment or Climate
Other For FOR
2 funds
AGAINST
3 funds
GILEAD SCIENCES INC. May 8, 2024 To vote on a stockholder proposal requesting that the Board adopt a policy requiring the Company's named executive officers to retain at least 25% of net-after tax shares of stock acquired through equity pay programs until reaching normal retirement age (at least age 60).
Compensation
Other Against AGAINST
63 funds
FOR
18 funds
GLENCORE PLC May 29, 2024 Approve 2024-2026 Climate Action Transition Plan
Environment or Climate
Other For FOR
24 funds
AGAINST
11 funds
GRAPHITE BIO INC. March 14, 2024 To approve an adjournment of Graphite's special meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal No. 1 and/or Proposal No. 2.
Corporate Governance
Other For AGAINST
7 funds
FOR
6 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.