Home › Asset managers › Compare 2024-2025 › Dimensional vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Dimensional 2024-2025 · Brighthouse 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 72,369 | 59,836 | 1,008 | 11,525 | 98.3% | 93.4% |
| Board proposals | 62,476 | 50,927 | 917 | 10,632 | 98.2% | 93.1% |
| E&S shareholder proposals | 255 | 1 | 2 | 252 | 33.3% | 41.4% |
| Other items | 9,638 | 8,908 | 89 | 641 | 99.0% | 96.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
11,525 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 | Brighthouse |
|---|---|---|---|---|---|---|
| STERICYCLE INC. | August 14, 2024 | To approve one or more adjournments of the Special Meeting to a later date or dates, if necessary, 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 | FOR 19 funds |
Split 2 FOR, 1 ABSTAIN |
| STRAUMANN HOLDING AG | April 10, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 2 funds |
Split 4 FOR, 1 ABSTAIN |
| SUMITOMO CORP. | June 20, 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 |
Split 3 AGAINST, 1 ABSTAIN |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2025 | Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans Environment or Climate |
Other | Against | AGAINST 1 fund |
Split 3 AGAINST, 1 ABSTAIN |
| SWISS LIFE HOLDING AG | May 14, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 5 funds |
Split 2 FOR, 1 ABSTAIN |
| SWISS PRIME SITE AG | March 13, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 7 funds |
Split 4 FOR, 1 ABSTAIN |
| SWISS RE AG | April 11, 2025 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| SWISSCOM AG | March 26, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 5 funds |
Split 3 FOR, 1 ABSTAIN |
| SYNOPSYS INC. | April 10, 2025 | To vote on a stockholder proposal regarding shareholder ratification of golden parachutes, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 11 funds |
Split 6 FOR, 5 AGAINST, 6 ABSTAIN |
| TALANX AG | May 8, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 14 funds |
Split 1 FOR, 3 AGAINST |
| TD SYNNEX CORP. | April 2, 2025 | Board of Directors' proposal on creation of a stockholder right to call a special meeting of stockholders. Corporate Governance |
Other | For | FOR 22 funds |
Split 4 FOR, 3 ABSTAIN |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment limiting liability of certain officers Corporate Governance |
Other | For | FOR 22 funds |
Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
| TD SYNNEX CORP. | April 2, 2025 | Charter amendment to remove obsolete provisions Corporate Governance |
Other | For | FOR 22 funds |
Split 5 FOR, 2 ABSTAIN |
| 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 |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| TECHNIPFMC PLC | April 25, 2025 | Receipt of U.K. Annual Report and Accounts: To receive the Company's audited U.K. accounts for the year ended December 31, 2024, including the reports of the directors and the auditor thereon Corporate Governance |
Other | For | FOR 18 funds |
Split 7 FOR, 2 ABSTAIN |
| TECHTARGET INC. | November 26, 2024 | Approve the adjournment of the special meeting if TechTarget determines that it is necessary to permit further solicitation of proxies in the event there are not sufficient votes at the time of the special meeting to adopt the Transaction Agreement. Corporate Governance |
Other | For | FOR 18 funds |
Split 3 FOR, 1 ABSTAIN |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 3 Corporate Governance |
Other | For | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| 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 |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| TELEFLEX INC. | May 9, 2025 | Stockholder proposal, if properly presented at the Annual Meeting, regarding continuous holding requirement for calling a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 22 funds |
Split 5 AGAINST, 1 ABSTAIN |
| TELEFONICA SA | April 9, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 14 funds |
Split 3 FOR, 1 ABSTAIN |
| TEMENOS | May 13, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | Not determined | FOR 3 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 6 FOR, 4 AGAINST, 4 ABSTAIN |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to give holders of 25% of the Company's common stock the right to request a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | FOR 15 funds |
Split 3 FOR, 2 ABSTAIN |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | FOR 15 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | FOR 15 funds |
Split 2 FOR, 1 AGAINST, 2 ABSTAIN |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 1 FOR, 2 AGAINST, 2 ABSTAIN |
| THE TIMKEN COMPANY | May 2, 2025 | Consideration of a shareholder proposal asking the Board of Directors to amend the Company policy on recoupment of incentive pay to apply to each Named Executive Officer and to state that conduct or negligence - not merely misconduct - shall trigger mandatory application of that policy and to report to shareholders in each annual meeting proxy the results of any deliberations regarding the policy. Compensation |
Other | Against | AGAINST 20 funds |
Split 4 AGAINST, 1 ABSTAIN |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 10 funds |
Split 2 FOR, 11 AGAINST, 2 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 20 funds |
Split 5 FOR, 4 AGAINST, 4 ABSTAIN |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 10 AGAINST, 6 ABSTAIN |
| TIM SA | March 27, 2025 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | None | ABSTAIN 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate |
Other | Against | Split 2 FOR, 11 AGAINST |
Split 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 1 AGAINST, 1 ABSTAIN |
| 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 |
Split 1 AGAINST, 1 ABSTAIN |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Add Provision Concerning Measures to Realize Management with Cost of Capital and Share Price Considered Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 2 FOR, 2 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Require Majority Outsider Board Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 2 FOR, 2 AGAINST |
| TRACTOR SUPPLY CO. | May 15, 2025 | To approve the amendment to the Company's Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and to make certain conforming changes. Director Elections |
Other | For | FOR 17 funds |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| TRANSOCEAN LTD. | May 30, 2025 | Amendment of the Articles of Association to Increase the Maximum Number of Members of the Board of Directors to 12 from 11 for a One Year Period Director Elections |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| 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 |
Split 1 FOR, 1 ABSTAIN |
| TRANSOCEAN LTD. | May 30, 2025 | Discharge of the Members of the Board of Directors and the Executive Management Team from Liability for Activities During Fiscal Year 2024 Director Elections |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| TRANSOCEAN LTD. | May 30, 2025 | If any modifications to agenda items or proposals identified in the notice of meeting or other matters on which voting is permissible under Swiss law are properly presented at the 2025 Annual General Meeting for consideration, you instruct the independent proxy, in the absence of other specific instructions, to vote in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | AGAINST 11 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TRANSOCEAN LTD. | May 30, 2025 | Reelection of Schweiger Advokatur/Notariat as the Independent Proxy for a Term Extending Until Completion of the Next Annual General Meeting Corporate Governance |
Other | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| TREEHOUSE FOODS INC. | April 24, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by law. Director Elections |
Other | For | FOR 19 funds |
Split 3 FOR, 1 ABSTAIN |
| TREEHOUSE FOODS INC. | April 24, 2025 | Stockholder proposal to implement a simple majority vote requirement in the Company's governance documents. Corporate Governance |
Other | For | FOR 19 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 2 FOR, 1 ABSTAIN |
| TRIUMPH GROUP INC. | April 16, 2025 | Proposal to approve the adjournment of the special meeting of stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, including 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 | FOR 14 funds |
Split 2 FOR, 1 ABSTAIN |
| TURNING POINT BRANDS INC. | May 6, 2025 | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to limit liability of certain officers. Director Elections |
Other | For | FOR 12 funds |
Split 2 FOR, 1 ABSTAIN |
| TWIST BIOSCIENCE CORP. | February 5, 2025 | To approve an amendment to the Charter to provide for officer exculpation. Director Elections |
Other | For | FOR 9 funds |
Split 4 FOR, 1 ABSTAIN |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Amendment to the Written Consent Right in the Restated Certificate of Incorporation to Incorporate Existing Corresponding Provisions in the Company's Bylaws. Shareholder Rights and Defenses |
Other | For | FOR 11 funds |
Split 7 FOR, 3 ABSTAIN |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | FOR 15 funds |
Split 7 FOR, 3 ABSTAIN |
| UBS GROUP AG | April 10, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
Split 2 AGAINST, 1 ABSTAIN |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | FOR 19 funds |
Split 7 FOR, 1 ABSTAIN |
| UNION PACIFIC CORP. | May 8, 2025 | Shareholder proposal requesting an amended clawback policy if properly presented at the Annual Meeting. Compensation |
Other | Against | AGAINST 16 funds |
Split 3 FOR, 14 AGAINST, 1 ABSTAIN |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Internal Auditors' Remuneration Corporate Governance |
Other | None | FOR 6 funds |
Split 4 FOR, 1 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Remuneration of Directors Corporate Governance |
Other | None | FOR 6 funds |
Split 4 FOR, 1 AGAINST |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Advisory vote on stockholder proposal regarding removal of the one-year stock ownership holding period required for stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 5 AGAINST, 3 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | FOR 18 funds |
Split 7 FOR, 1 AGAINST, 1 ABSTAIN |
| UNITED RENTALS INC. | May 8, 2025 | Stockholder Proposal to Improve Shareholder Written Consent Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 7 AGAINST, 2 ABSTAIN |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 12 AGAINST, 6 ABSTAIN |
| UNIVERSAL HEALTH SERVICES INC. | May 14, 2025 | Stockholder proposal to elect each director annually, if properly presented at the meeting Shareholder Rights and Defenses |
Other | Against | FOR 21 funds |
Split 6 FOR, 2 ABSTAIN |
| 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 |
Split 8 FOR, 2 ABSTAIN |
| VAT GP | April 29, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | Not determined | FOR 3 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 2 FOR, 1 ABSTAIN |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 AGAINST, 3 ABSTAIN |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 6 FOR, 1 AGAINST |
| VERISK ANALYTICS INC. | May 20, 2025 | To limit certain liability of officers as permitted by Delaware law. Director Elections |
Other | For | FOR 16 funds |
Split 8 FOR, 4 ABSTAIN |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | FOR 12 funds |
Split 8 FOR, 1 AGAINST, 2 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | FOR 17 funds |
Split 2 FOR, 13 AGAINST, 8 ABSTAIN |
| VISTRA CORP. | April 30, 2025 | To approve an amendment to the Company's certificate of incorporation (as amended and restated, the "Restated Certificate of Incorporation") to provide for the exculpation of officers as permitted by Delaware Law. Director Elections |
Other | For | FOR 15 funds |
Split 10 FOR, 2 ABSTAIN |
| VISTRA CORP. | April 30, 2025 | To approve an amendment to the Restated Certificate of Incorporation to repeal provisions relating to the waiver of corporate opportunities in favor of former principal stockholders of the Company. Corporate Governance |
Other | For | FOR 15 funds |
Split 10 FOR, 2 ABSTAIN |
| VITAL FARMS INC. | June 11, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to reflect Delaware law provisions allowing for officer exculpation. Director Elections |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| 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 |
Split 8 AGAINST, 3 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Approval of an amendment to the Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 10 funds |
Split 5 FOR, 2 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To approve the Third Restated Certificate of Incorporation. Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 7 FOR, 3 ABSTAIN |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | FOR 10 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| WESCO INTE | May 22, 2025 | Approve amendments to the Company's Restated Certificate of Incorporation to provide Stockholders with the right to request a special meeting of stockholders. Corporate Governance |
Other | Not determined | FOR 21 funds |
Split 9 FOR, 1 ABSTAIN |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | AGAINST 21 funds |
Split 5 FOR, 4 AGAINST, 1 ABSTAIN |
| WEST PHARMACEUTICAL SERVICES INC. | May 6, 2025 | Amend and Restate Our Amended and Restated Articles of Incorporation to Add a Right For Shareholders to call a Special Meeting. Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 9 FOR, 2 ABSTAIN |
| WESTPAC BANKING CORP. | December 13, 2024 | Approve Transition Plan Assessments Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 3 AGAINST, 1 ABSTAIN |
| WEX INC. | May 15, 2025 | To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST, 1 ABSTAIN |
| WILDBRAIN LTD. | December 19, 2024 | The Undersigned Hereby Certifies that the Shares Represented by this Proxy are Owned and Controlled by a Canadian. Vote FOR = Yes and AGAINST = No. A Vote ABSTAIN will be treated as not voted. Other |
Other | None | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Salmon Sourcing Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 2 AGAINST, 1 ABSTAIN |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 2 FOR, 1 ABSTAIN |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of a proposal to authorize the Board to unilaterally amend the By-laws. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| XYLEM | May 13, 2025 | Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 5 FOR, 2 ABSTAIN |
| ZALANDO SE | May 27, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 6 funds |
Split 2 FOR, 3 AGAINST |
| ZIMMER BIO | May 29, 2025 | Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | Not determined | FOR 9 funds |
Split 7 FOR, 2 ABSTAIN |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 5 AGAINST, 4 ABSTAIN |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 5 funds |
Split 3 FOR, 2 ABSTAIN |
| 10X GENOMICS INC. | June 3, 2025 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 2 funds |
Split 2 FOR, 1 ABSTAIN |
| 10X GENOMICS INC. | June 3, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 2 AGAINST, 1 ABSTAIN |
| 1ST SOURCE CORP. | April 24, 2025 | Election of Directors for terms expiring April 2028: Daniel B. Fitzpatrick Director Elections |
Board | For | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST |
| 1ST SOURCE CORP. | April 24, 2025 | Election of Directors for terms expiring April 2028: John F. Affleck-Graves Director Elections |
Board | For | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST |
| 3M CO. | May 13, 2025 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 2 ABSTAIN |
| 3M CO. | May 13, 2025 | To elect 11 members to the Board of Directors, each for a term of one year: Audrey Choi Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 2 ABSTAIN |
| 3M CO. | May 13, 2025 | To elect 11 members to the Board of Directors, each for a term of one year: David B. Dillon Director Elections |
Board | For | FOR 16 funds |
Split 7 FOR, 2 ABSTAIN |
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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.