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
255 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 |
|---|---|---|---|---|---|---|
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 10 AGAINST |
ABSTAIN 15 funds |
| MCKESSON CORP. | July 31, 2024 | Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 20 ABSTAIN |
| MERITAGE HOMES CORP. | May 22, 2025 | Shareholder proposal to support transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 12 AGAINST |
ABSTAIN 4 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
ABSTAIN 28 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
ABSTAIN 28 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
ABSTAIN 28 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 7 AGAINST |
ABSTAIN 28 funds |
| MICROSOFT | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 31 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Assessment of Investing in Bitcoin Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 31 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 31 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 31 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 31 ABSTAIN |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 31 ABSTAIN |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
ABSTAIN 22 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Affirmative Action Risks," if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 21 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 21 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
Split 1 AGAINST, 21 ABSTAIN |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Report on Charitable Giving," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 21 ABSTAIN |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 14 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 14 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to modify existing reporting on workforce data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 28 ABSTAIN |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 1 AGAINST, 10 ABSTAIN |
| ORACLE CORP. | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 21 ABSTAIN |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
ABSTAIN 10 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 16 ABSTAIN |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Stockholder Proposal - Report on Charitable Giving. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 13 ABSTAIN |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
ABSTAIN 19 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
ABSTAIN 19 funds |
| PPL CORP. | May 16, 2025 | Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 9 ABSTAIN |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 13 AGAINST |
ABSTAIN 22 funds |
| PULTEGROUP INC. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
ABSTAIN 14 funds |
| QUALCOMM INC. | March 18, 2025 | Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 20 ABSTAIN |
| SKYWORKS SOLUTIONS INC. | May 14, 2025 | To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
ABSTAIN 5 funds |
| SONOCO PRODUCTS CO. | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 18 AGAINST |
ABSTAIN 4 funds |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 AGAINST, 20 ABSTAIN |
| SYSCO CORP. | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 15 AGAINST |
ABSTAIN 12 funds |
| TARGET CORP. | June 11, 2025 | Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 AGAINST, 10 ABSTAIN |
| TERADYNE | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues |
Shareholder (E&S) | Not determined | Split 3 FOR, 11 AGAINST |
ABSTAIN 7 funds |
| THE TIMKEN COMPANY | May 2, 2025 | Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 16 AGAINST |
ABSTAIN 5 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
Split 1 AGAINST, 17 ABSTAIN |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 6 funds |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding single-use plastics, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
ABSTAIN 6 funds |
| U.S. BANCORP | April 15, 2025 | A shareholder proposal regarding a report on board oversight of risks relating to discrimination. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 11 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Climate lobbying alignment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 AGAINST, 14 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Discrimination in advertising services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 AGAINST, 14 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Lead-sheathed cable report Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 16 AGAINST |
Split 1 AGAINST, 14 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 22 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 22 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting a report on policy on merchant category codes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 22 ABSTAIN |
| WALMART INC. | June 5, 2025 | Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 6 AGAINST |
ABSTAIN 18 funds |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
ABSTAIN 21 funds |
| WOLVERINE WORLD WIDE INC. | May 1, 2025 | Shareholder proposal regarding greenhouse gas emissions disclosures and targets. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 9 AGAINST |
ABSTAIN 2 funds |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 13 ABSTAIN |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Report on Faith-Based Employee Resource Groups. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 13 ABSTAIN |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 AGAINST, 13 ABSTAIN |
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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.