Home › Asset managers › Compare 2024-2025 › Dimensional vs Charles Schwab
Dimensional 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,864 | 13,561 | 1,206 | 97 | 91.8% | 91.8% |
| Board proposals | 13,889 | 12,724 | 1,135 | 30 | 91.8% | 91.8% |
| E&S shareholder proposals | 232 | 165 | 1 | 66 | 99.4% | 93.1% |
| Other items | 743 | 672 | 70 | 1 | 90.6% | 90.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,303 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 | Charles Schwab |
|---|---|---|---|---|---|---|
| AECOM | February 28, 2025 | Election of Directors: Daniel R. Tishman Director Elections |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| AERSALE CORP. | June 5, 2025 | To approve the Second Amendment to the AerSale Corporation 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| AEVA TECHNOLOGIES INC. | June 20, 2025 | Approval, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AFFIRM HOLDINGS INC. | December 9, 2024 | To elect the three Class I nominees for director named in the accompanying proxy statement to hold office until the 2027 Annual Meeting and until their successors have been duly elected and qualified or until such director's earlier death, resignation or removal: Libor Michalek Director Elections |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| AGILON HEALTH INC. | May 28, 2025 | To approve, by advisory vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| AIR TRANSPORT SERVICES GROUP INC. | February 10, 2025 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 8 funds |
| AIRBNB INC | June 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| AIRSCULPT TECHNOLOGIES INC. | May 7, 2025 | Election of Directors: Yogesh Jashnani Director Elections |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ALARM.COM HOLDINGS INC. | June 4, 2025 | To approve the Alarm.com Holdings, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Christina M. Alvord Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: J. Michael McQuade Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: John R. Scannell Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Katharine L. Plourde Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Kenneth W. Krueger Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Mark J. Murphy Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 16, 2025 | Election of Directors: Russell E. Toney Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ALBEMARLE CORP. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| ALBERTSONS COMPANIES INC. | August 8, 2024 | Hold the annual, non-binding, advisory vote on our executive compensation program. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| ALDEYRA THERAPEUTICS INC. | June 10, 2025 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| ALECTOR INC. | June 11, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 13, 2025 | Election of Directors: James P. Cain Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 13, 2025 | Election of Directors: Richard H. Klein Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 13, 2025 | Election of Directors: Steven R. Hash Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 13, 2025 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 17 funds |
| ALICO INC. | February 28, 2025 | Approval of the amendment and restatement of the Alico, Inc. Stock Incentive Plan of 2015. Compensation |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| ALIGHT INC. | July 2, 2024 | To elect four Class III director nominees to our Board of Directors: Denise Williams Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| ALIGHT INC. | June 4, 2025 | To elect four Class I director nominees to our Board of Directors: David D. Guilmette Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| ALIGHT INC. | June 4, 2025 | To elect four Class I director nominees to our Board of Directors: Kausik Rajgopal Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Andrea L. Saia Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Frances H. Arnold Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: K. Ram Shriram Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Robin L. Washington Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| ALPINE INCOME PROPERTY TRUST INC. | May 21, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ALTA EQUIPMENT GROUP INC. | May 30, 2025 | Election of Directors: Sidhartha Nair Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: Charles Stewart Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: David Drahi Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: Dennis Mathew Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: Dennis Okhuijsen Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: Dexter Goei Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALTICE USA INC. | June 11, 2025 | Election of Directors: Patrick Drahi Director Elections |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ALX ONCOLOGY HOLDINGS INC | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| AMAZON.COM | May 21, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 17 funds |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Andrew Y. Ng Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Daniel P. Huttenlocher Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| AMAZON.COM INC. | May 21, 2025 | ELECTION OF DIRECTORS: Edith W. Cooper Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| AMBAC FINANCIAL GROUP INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| AMC NETWORKS INC | June 5, 2025 | Vote on Proposal to Approve the Company's Amended and Restated 2016 Employee Stock Plan Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| AMEDISYS INC. | December 30, 2024 | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers, as set forth in the Company's 2024 Proxy Statement ("Say on Pay" Vote). Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| AMERICA'S CAR-MART INC. | August 27, 2024 | To approve an advisory resolution regarding the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 8 funds |
| AMERICAN AXLE & MANUFACTURING HLDGS INC. | May 1, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 9 funds |
| AMERICAN E | April 29, 2025 | Election of Directors: Art A. Garcia Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 12 funds |
| AMERICAN WELL CORP (AMWELL) | June 11, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the compensation discussion and analysis and the related compensation tables and narrative disclosure in the Company's proxy statement. Say-on-Pay |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| AMERICOLD REALTY TRUST | May 20, 2025 | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| AMKOR TECHNOLOGY INC. | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| AMNEAL PHARMACEUTICALS INC. | May 6, 2025 | Election of Directors: Paul Meister Director Elections |
Board | For | AGAINST 15 funds |
FOR 5 funds |
| AMPHASTAR PHARMACEUTICALS INC. | June 2, 2025 | To elect three Class III directors to serve until the Company's 2028 annual meeting of stockholders and until each such director's successor is elected and qualified or until such director's earlier death, resignation or removal: Jack Y. Zhang Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| AMPHENOL CORP. | May 15, 2025 | Approval of an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of Common Stock Capital Structure |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| AMPLITUDE INC. | June 12, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| AMTECH SYSTEMS INC. | March 5, 2025 | Election of Directors: Michael M. Ludwig Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 1 fund |
| AMTECH SYSTEMS INC. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement; and Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| ANIKA THERAPEUTICS INC. | June 20, 2025 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| ANNEXON INC. | June 5, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| ANSYS INC. | June 27, 2025 | Election of Seven Directors for One-Year Terms: Ravi Vijayaraghavan Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| ANTERIX INC. | August 6, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| ANYWHERE REAL ESTATE INC. | May 7, 2025 | Approval of the Third Amended and Restated 2018 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| API GROUP | May 16, 2025 | To approve the amendment of our certificate of incorporation to increase the number of authorized shares of common stock. Capital Structure |
Board | Not determined | FOR 16 funds |
AGAINST 12 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Lynn Swann Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Marc Beilinson Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 6, 2025 | Election of Directors: Mitra Hormozi Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES INC. | October 22, 2024 | Election of Directors: Madhuri A. Andrews Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 11 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 11 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: ALYSSA HARVEY DAWSON Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 11 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: BARBARA MESSING Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 11 funds |
| APPLOVIN CORP. | June 4, 2025 | Election of Directors: HERALD CHEN Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 11 funds |
| APTIV PLC | April 23, 2025 | Election of Directors: Paul M. Meister Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| ARCH CAPIT | May 7, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | AGAINST 19 funds |
FOR 14 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Andrew Perlman, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Antoni Ribas, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Patrick Machado, J.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | Election of Directors: Yasunori Kaneko, M.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| ARCUS BIOSCIENCES INC. | June 10, 2025 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: David B. Kaplan Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: Albert Adams Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: John Kyees Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| ARMSTRONG WORLD INDUSTRIES INC. | June 12, 2025 | To approve, on an advisory basis, our executive compensation program. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 13 funds |
| ASENSUS SURGICAL INC. | August 20, 2024 | To approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ASSEMBLY BIOSCIENCES INC. | June 5, 2025 | Approval, on a non-binding advisory basis, of our named executive officers' compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ASSEMBLY BIOSCIENCES INC. | June 5, 2025 | Election of Directors: Gina Consylman Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSEMBLY BIOSCIENCES INC. | June 5, 2025 | Election of Directors: Susan Mahony, Ph.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSEMBLY BIOSCIENCES INC. | June 5, 2025 | Election of Directors: William R. Ringo, Jr. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSERTIO HOLDINGS INC. | May 7, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Daniel R. Lee Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Elisa M. Wilson Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Frederic V. Salerno Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Marc Gabelli Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
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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.