Home › Asset managers › Compare 2024-2025 › Dimensional vs AIG/SunAmerica
Dimensional 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 47,433 | 45,706 | 1,479 | 248 | 96.9% | 96.5% |
| Board proposals | 39,968 | 38,771 | 1,149 | 48 | 97.1% | 97.1% |
| E&S shareholder proposals | 256 | 1 | 125 | 130 | 0.8% | 2.1% |
| Other items | 7,209 | 6,934 | 205 | 70 | 97.1% | 96.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,479 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 | Dimensional | AIG/SunAmerica |
|---|---|---|---|---|---|---|
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 18 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting a report on human rights risks related to labor organizing. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual emissions congruency report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting an annual report on discrimination risks related to charitable giving. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 11 funds |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 14 funds |
| TENET HEALTHCARE CORP. | May 22, 2025 | To report on strategies and programs for improving maternal health outcomes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
ABSTAIN 14 funds |
| TEXAS ROADHOUSE INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 9 funds |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
ABSTAIN 15 funds |
| THE WALT DISNEY COMPANY | March 20, 2025 | Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
ABSTAIN 15 funds |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
ABSTAIN 6 funds |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
ABSTAIN 9 funds |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 8 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Stockholder proposal requesting a report on cigarette waste. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
ABSTAIN 3 funds |
| WALMART INC. | June 5, 2025 | Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Request for Third-Party Assessment of Company Policies Regarding Law Enforcement Information Requests Related to Medication Use by Customers and Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Respect Civil Liberties in Advertising Services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WALMART INC. | June 5, 2025 | Revisit Plastics Packaging Policies Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
ABSTAIN 18 funds |
| WARRIOR MET COAL INC. | April 23, 2025 | STOCKHOLDER PROPOSAL: To adopt a resolution requesting an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
ABSTAIN 5 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 21 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 21 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
ABSTAIN 21 funds |
| WYNN RESORTS LTD. | April 30, 2025 | To consider and vote on a shareholder proposal requesting that the Board of Directors commission and disclose a report on the potential cost savings through the adoption of a smokefree policy for the Company's properties. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
ABSTAIN 10 funds |
| A.P. MOLLER-MAERSK A/S | March 18, 2025 | Proposal Regarding Disclosure of Human Rights Due Diligence Processes Human Rights or Human Capital/workforce |
Other | Against | AGAINST 10 funds |
ABSTAIN 3 funds |
| A.P. MOLLER-MAERSK A/S | March 18, 2025 | Proposal Regarding Discontinuation of Transportation of Arms Other Social Issues |
Other | Against | AGAINST 10 funds |
ABSTAIN 3 funds |
| ACCELLERON INDUSTRIES AG | May 6, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| ACS, ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 8, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
ABSTAIN 6 funds |
| ADECCO GROUP AG | April 17, 2025 | Approve Non-Financial Report (Non-Binding) Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To vote upon a shareholder proposal to give shareholders the ability to call a special shareholder meeting, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 19 funds |
FOR 5 funds |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To vote upon an advisory proposal to give shareholders the ability to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | For | FOR 19 funds |
AGAINST 5 funds |
| AL RAJHI BANK | April 13, 2025 | Approve Social Responsibility Policy Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 3 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Advisory Vote to Allow Stockholders Owning 25% of our Stock to Call a Special Meeting Shareholder Rights and Defenses |
Other | For | FOR 17 funds |
AGAINST 10 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Support for Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 17 funds |
FOR 10 funds |
| ALINMA BANK | April 24, 2025 | Amend Social Responsibility Policy Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 2 funds |
| ALMIRALL SA | May 9, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 10 funds |
ABSTAIN 1 fund |
| AMADEUS FIRE AG | May 22, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 1 fund |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | A proposal to approve Amendment No. 1 to the Tax Benefit Preservation Plan; Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
FOR 3 funds |
| AMPLIFON SPA | April 23, 2025 | Slate 2 Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | FOR 3 funds |
AGAINST 4 funds |
| ANSYS INC. | June 27, 2025 | Stockholder Proposal Requesting Support for Shareholder Right to Act by Written Consent, if Properly Presented Corporate Governance |
Other | Against | AGAINST 1 fund |
FOR 9 funds |
| ANZ GROUP HOLDINGS LTD. | December 19, 2024 | Approve Transition Plan Assessments Environment or Climate |
Other | Against | AGAINST 10 funds |
ABSTAIN 8 funds |
| ARCH CAPIT | May 7, 2025 | To vote on a shareholder proposal requesting that the Company report to shareholders on the effectiveness of its diversity, equity and inclusion efforts, if properly presented at the Meeting. Diversity, Equity, and Inclusion |
Other | Not determined | AGAINST 18 funds |
ABSTAIN 12 funds |
| ARQ INC. | June 3, 2025 | To approve the Eighth Amendment to the Company's Tax Asset Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 2 funds |
| ASSICURAZIONI GENERALI SPA | April 23, 2025 | Slate 1 Submitted by Mediobanca Director Elections |
Other | None | FOR 2 funds |
AGAINST 6 funds |
| ASSURANT INC. | May 21, 2025 | Stockholder proposal entitled: "Give Shareholders the Ability to Call for a Special Shareholder Meeting". Shareholder Rights and Defenses |
Other | Against | AGAINST 18 funds |
FOR 7 funds |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve the Asure Software, Inc. Fourth Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 3 funds |
| AUTODESK | July 16, 2024 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, to enable stockholders holding 15% or more of our common stock to call special meetings. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 16 funds |
| AUTOZONE INC. | December 18, 2024 | Shareholder Proposal regarding Special Shareholder Meeting improvement Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 19 funds |
| AVOLTA AG | May 14, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BANCO BILBAO VIZCAYA ARGENTARIA SA | March 20, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 8 funds |
| BANCO SANTANDER SA | April 3, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
ABSTAIN 7 funds |
| BANK ALBILAD | April 14, 2025 | Amend Social Responsibility Policy Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| BANK ALJAZIRA | December 11, 2024 | Amend Sustainability and Social Responsibility Policy Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| BANK OF MONTREAL | April 11, 2025 | SP 2: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 12 funds |
ABSTAIN 1 fund |
| BANK OF MONTREAL | April 11, 2025 | SP 4: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 12 funds |
ABSTAIN 1 fund |
| BANK OF MONTREAL | April 11, 2025 | SP 6: Lobbying and Policy Influence Activities Disclosure Environment or Climate |
Other | Against | AGAINST 12 funds |
ABSTAIN 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 1: Publish a Third-Party Racial Equity Audit Diversity, Equity, and Inclusion |
Other | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
ABSTAIN 2 funds |
| BANKINTER SA | March 27, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
ABSTAIN 2 funds |
| BANQUE CANTONALE VAUDOISE | May 8, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 7 funds |
ABSTAIN 2 funds |
| BANQUE SAUDI FRANSI | May 14, 2025 | Amend ESG Policy Framework Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 1 fund |
| BARRY CALLEBAUT AG | December 4, 2024 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 4 funds |
| BAYER AG | April 25, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 5 funds |
| BEIERSDORF AG | April 17, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 5 funds |
| BELIMO HOLDING AG | March 24, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 2 funds |
ABSTAIN 2 funds |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 10 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations. Corporate Governance |
Other | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company designate a Board Committee to oversee the Company's diversity and inclusion strategy. Corporate Governance |
Other | Against | AGAINST 14 funds |
ABSTAIN 19 funds |
| BHP GROUP LTD. | October 30, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 11 funds |
ABSTAIN 10 funds |
| BKW AG | April 29, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 3 funds |
ABSTAIN 3 funds |
| BOOKING HOLDINGS INC. | June 3, 2025 | Stockholder proposal requesting a non-binding stockholder vote regarding proposal that won 49% BKNG Shareholder Support. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
FOR 20 funds |
| BOSSARD HOLDING AG | April 11, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| BRENNTAG SE | May 22, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 18 funds |
AGAINST 3 funds |
| BUNGE GLOBAL SA | May 15, 2025 | Advisory Vote on the Swiss Statutory Non-Financial Matter Report; Corporate Governance |
Other | For | FOR 23 funds |
ABSTAIN 6 funds |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 2: Report on Fighting Against Forced Labour and Child Labour in Loan Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 12 funds |
ABSTAIN 1 fund |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 4: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 12 funds |
ABSTAIN 1 fund |
| CANADIAN NATIONAL RAILWAY CO. | May 2, 2025 | Management Advisory Vote on Climate Change Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 3 funds |
| CANADIAN P | April 30, 2025 | Management Advisory Vote on Climate Change Environment or Climate |
Other | Not determined | AGAINST 8 funds |
FOR 6 funds |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 14 funds |
| CARMAX INC. | June 24, 2025 | To vote on a shareholder proposal regarding a shareholder special meeting right. Corporate Governance |
Other | Against | AGAINST 2 funds |
FOR 8 funds |
| CDW CORP. | May 20, 2025 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding stockholder right to act by written consent. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 10 funds |
| CEMBRA MONEY BANK AG | April 24, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| CENTRICA PLC | May 8, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 13 funds |
ABSTAIN 6 funds |
| CHEMED CORP. | May 19, 2025 | Stockholder proposal to reduce voting power threshold for calling a special meeting to 10%. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 4 funds |
| CHEVRON CORP. | May 28, 2025 | Allow Holders of 10 Percent of Our Common Stock to Call Special Meetings Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 15 funds |
| CHINA PETROLEUM & CHEMICAL CORP. | May 28, 2025 | Approve Report of the Board Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2025 | Approve Sustainability Report (Non-Binding) Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 3 funds |
| CMS ENERGY CORP. | May 2, 2025 | Vote on a Shareholder Proposal: Support Shareholder Ability to Call for a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 9 funds |
| CNO FINANC | May 8, 2025 | Approval of the Amended and Restated Certificate of Incorporation to include the Replacement NOL Protective Amendment. Shareholder Rights and Defenses |
Other | Not determined | AGAINST 18 funds |
FOR 7 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding creation of an improper influence board committee Corporate Governance |
Other | Against | AGAINST 17 funds |
ABSTAIN 13 funds |
| COLES GROUP LTD. | November 12, 2024 | Approve Contingent Resolution - Farmed Salmon Sourcing Environment or Climate |
Other | Against | AGAINST 10 funds |
ABSTAIN 4 funds |
| COLES GROUP LTD. | November 12, 2024 | Approve Contingent Resolution - Nature-Related Disclosure Environment or Climate |
Other | Against | AGAINST 10 funds |
ABSTAIN 4 funds |
| COMCAST CORP. | June 18, 2025 | Adopt policy for an independent chair Corporate Governance |
Other | Against | AGAINST 2 funds |
FOR 19 funds |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 9 funds |
| COMPANY FOR COOPERATIVE INSURANCE | May 27, 2025 | Approve Company Social Responsibility Policy Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| CONCENTRIX CORP. | March 25, 2025 | Shareholder proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 3 funds |
| CORPAY INC. | June 11, 2025 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 1 fund |
FOR 12 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.