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
275 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 |
|---|---|---|---|---|---|---|
| FLOWERS FOODS INC. | May 22, 2025 | Shareholder Proposal to Adopt a Policy for an Independent Board Chair, if Properly Presented. Corporate Governance |
Other | Against | AGAINST 20 funds |
FOR 6 funds |
| FLUIDRA SA | May 7, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 8 funds |
ABSTAIN 1 fund |
| FMC CORP. | April 29, 2025 | Vote on an advisory stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 19 funds |
FOR 4 funds |
| FORD MOTOR CO. | May 8, 2025 | Approval of the Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
FOR 6 funds |
| FORTINET INC. | June 13, 2025 | Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 1 fund |
FOR 16 funds |
| FORTIVE CORP. | June 3, 2025 | To act upon a shareholder proposal to amend Fortive's governing documents to reduce the ownership requirement for shareholders to call a special meeting from 25% of Fortive's common stock to 10%. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 9 funds |
| GARMIN LTD | June 6, 2025 | Advisory vote on the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 9 funds |
ABSTAIN 11 funds |
| GEA GROUP AG | April 30, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 15 funds |
AGAINST 6 funds |
| HANNOVER RUECK SE | May 7, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 6 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Shareholder proposal that the Company adopt special meeting rights for shareholders Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 16 funds |
| HELVETIA HOLDING AG | April 25, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 7 funds |
ABSTAIN 2 funds |
| IBERDROLA SA | May 30, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 8 funds |
| INFRASTRUTTURE WIRELESS ITALIANE SPA | April 15, 2025 | Slate Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | FOR 2 funds |
AGAINST 4 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting shareholder right to act by written consent, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 12 funds |
| INTESA SANPAOLO SPA | April 29, 2025 | Slate 2 Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | FOR 3 funds |
AGAINST 10 funds |
| IQVIA HOLDINGS INC. | April 24, 2025 | If properly presented, a stockholder proposal concerning special stockholder meetings. Corporate Governance |
Other | Against | AGAINST 21 funds |
FOR 11 funds |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | FOR 18 funds |
AGAINST 10 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Support for an independent board chairman Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 18 funds |
| KARDEX HOLDING AG | April 24, 2025 | Approve Non-Financial Report (Non-Binding) Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| KNORR-BREMSE AG | April 30, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 6 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Adopt policy on independent board chair, if properly presented. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 8 funds |
| LANXESS AG | May 22, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 2 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal on an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 9 funds |
| LINEA DIRECTA ASEGURADORA SA | April 10, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 8 funds |
ABSTAIN 1 fund |
| LKQ CORP. | May 7, 2025 | Advisory vote on a shareholder proposal to give shareholders the ability to call for a special shareholder meeting at a 10% ownership threshold. Corporate Governance |
Other | None | AGAINST 24 funds |
FOR 9 funds |
| MAPFRE SA | March 14, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 12 funds |
ABSTAIN 1 fund |
| MELIA HOTELS INTERNATIONAL SA | May 8, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 9 funds |
ABSTAIN 1 fund |
| MERCEDES-BENZ GROUP AG | May 7, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 15 funds |
AGAINST 6 funds |
| MERLIN PROPERTIES SOCIMI SA | April 29, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| MICRON TECHNOLOGY INC. | January 16, 2025 | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Other | For | AGAINST 16 funds |
FOR 17 funds |
| MITSUI & CO. LTD. | June 18, 2025 | Amend Articles to Add Provision on Disclosure of Financial Impact resulting from Failure to Meet 1.5 Degree Celsius Target under the Paris Agreement Environment or Climate |
Other | Against | AGAINST 1 fund |
ABSTAIN 5 funds |
| MOLINA HEALTHCARE INC. | April 30, 2025 | Stockholder proposal regarding stockholders ability to call a special stockholders meeting, if properly presented. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 10 funds |
| MONCLER SPA | April 16, 2025 | Slate 2 Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | FOR 3 funds |
AGAINST 9 funds |
| MONEYLION INC | April 10, 2025 | to approve the adjournment from time to time of the special meeting of stockholders of MoneyLion (referred to as the "MoneyLion special meeting"), if necessary to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal at the time of the MoneyLion special meeting or any adjournment or postponement thereof (referred to as the "adjournment proposal") Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 2 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 1 fund |
FOR 11 funds |
| NATIONAL AUSTRALIA BANK LTD. | December 18, 2024 | Approve Transition Plan Assessments Environment or Climate |
Other | Against | AGAINST 10 funds |
ABSTAIN 5 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate |
Other | Against | FOR 13 funds |
ABSTAIN 2 funds |
| NATURGY ENERGY GROUP SA | March 25, 2025 | Approve Consolidated Non-Financial Information Statement Corporate Governance |
Other | For | FOR 10 funds |
ABSTAIN 2 funds |
| NAVIGATOR CO. SA | May 29, 2025 | Elect Fiscal Council and Statutory Auditor for 2025-2027 Term Director Elections |
Other | None | FOR 4 funds |
AGAINST 1 fund |
| NESTLE SA | April 16, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 10 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 22 funds |
| NISOURCE INC. | May 12, 2025 | To consider a stockholder proposal requesting to support special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 8 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 29 funds |
| NVR INC. | May 6, 2025 | Shareholder proposal to provide shareholders with the right to call a special meeting. Corporate Governance |
Other | Against | AGAINST 20 funds |
FOR 15 funds |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 14 funds |
| PENNON GROUP PLC | July 24, 2024 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 10 funds |
ABSTAIN 1 fund |
| PETROCHINA COMPANY LTD. | June 5, 2025 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 4 funds |
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 7 funds |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 6 funds |
| PROLOGIS INC. | May 8, 2025 | Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 15 funds |
| PRUDENTIAL FINANCIAL INC. | May 13, 2025 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 8 funds |
| REDEIA CORPORACION SA | June 30, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 1 fund |
ABSTAIN 2 funds |
| REPSOL SA | May 29, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 5 funds |
| REVVITY INC. | April 22, 2025 | To approve the shareholder proposal regarding ability to call a special shareholder meeting, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 6 funds |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | AGAINST 11 funds |
ABSTAIN 10 funds |
| RIO TINTO LIMITED | May 1, 2025 | Approve 2025 Climate Action Plan Environment or Climate |
Other | For | AGAINST 14 funds |
ABSTAIN 7 funds |
| RIO TINTO LIMITED | May 1, 2025 | Shareholder Requisitioned Resolution That the Company Instigates an Independent Review into the Possible Unification of the Dual-listed Structure into a Single Australian-domiciled Holding Company and Publishes the Results of that Review Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| RIO TINTO PLC | April 3, 2025 | Shareholder Requisitioned Resolution That the Company Instigates an Independent Review into the Possible Unification of the Dual-listed Structure into a Single Australian-domiciled Holding Company and Publishes the Results of that Review Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 10 funds |
| RIYAD BANK | April 13, 2025 | Approve Corporate Social Responsibility Policy Corporate Governance |
Other | For | FOR 5 funds |
ABSTAIN 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 11 funds |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 11 funds |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 11 funds |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 7: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | AGAINST 11 funds |
ABSTAIN 3 funds |
| RWE AG | April 30, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 5 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | FOR 21 funds |
AGAINST 2 funds |
| SANMINA CORP. | March 10, 2025 | To consider and vote upon the stockholder proposal entitled "Proposal 5 - Special Shareholder Meeting Improvement," requesting that the Board of Directors take action as necessary to amend the existing right for shareholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 19 funds |
FOR 5 funds |
| SANTOS LIMITED | April 10, 2025 | Approve Advisory Vote on Climate Transition Approach Environment or Climate |
Other | For | AGAINST 11 funds |
ABSTAIN 4 funds |
| SAUDI NATIONAL BANK | April 15, 2025 | Amend Social Responsibility Policy Corporate Governance |
Other | For | FOR 6 funds |
ABSTAIN 2 funds |
| SHELL PLC | May 20, 2025 | Request Company Disclose Whether and How Its: Demand Forecast For LNG; LNG Production And Sales Targets; And New Capital Expenditure In Natural Gas Assets; Are Consistent With Climate Commitments, Including Target To Reach Net Zero Emissions By 2025 Environment or Climate |
Other | Against | AGAINST 9 funds |
ABSTAIN 10 funds |
| SIEGFRIED HOLDING AG | April 10, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| SIEMENS AG | February 13, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 12 funds |
| SPARTANNASH CO. | May 21, 2025 | Proposal to Provide Shareholders the Right to Call Special Meetings of Shareholders at a 15% Ownership Threshold, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 21 funds |
FOR 2 funds |
| SULZER AG | April 23, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| SWISSQUOTE GROUP HOLDING LTD. | May 8, 2025 | Approve Sustainability Report Corporate Governance |
Other | For | FOR 3 funds |
ABSTAIN 1 fund |
| TALANX AG | May 8, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 3 funds |
| TD SYNNEX CORP. | April 2, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting, if properly presented. Shareholder Rights and Defenses |
Other | Against | AGAINST 22 funds |
FOR 9 funds |
| TECAN GROUP AG | April 10, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | AGAINST 18 funds |
FOR 1 fund |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 3 Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 5 funds |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 9 funds |
| TELEFONICA SA | April 9, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 14 funds |
ABSTAIN 5 funds |
| TEXAS INSTRUMENTS | April 17, 2025 | Stockholder proposal to permit a combined 10% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 20 funds |
| THOMSON REUTERS CORP. | June 4, 2025 | Amend Artificial Intelligence (AI) Governance Framework in Alignment with the UN Guiding Principles on Business and Human Rights (UNGPs) Other Social Issues |
Other | Against | AGAINST 6 funds |
ABSTAIN 2 funds |
| TORONTO-DOMINION BANK | April 10, 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 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
ABSTAIN 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
ABSTAIN 1 fund |
| TRANSOCEAN LTD. | May 30, 2025 | Approval of the Swiss Statutory Report on Non-Financial Matters for Fiscal Year 2024 Other Social Issues |
Other | For | FOR 11 funds |
ABSTAIN 3 funds |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 2 funds |
| UBS GROUP AG | April 10, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 12 funds |
ABSTAIN 9 funds |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 5 funds |
| UNICAJA BANCO SA | April 9, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
ABSTAIN 1 fund |
| UNIPOL GRUPPO SPA | October 21, 2024 | Elect Matteo Laterza, Stefano Caselli, Giusella Dolores Finocchiaro, and Rossella Locatelli as Directors; Fix Board Terms for Directors Director Elections |
Other | None | FOR 4 funds |
AGAINST 1 fund |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | AGAINST 17 funds |
FOR 8 funds |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 3 funds |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 16 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 23 funds |
| VZ HOLDING AG | April 9, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 3 funds |
AGAINST 11 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.