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
1,165 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 |
|---|---|---|---|---|---|---|
| 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 |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2025 | Election of Directors: Mario J. Gabelli Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 1 fund |
| AST SPACEMOBILE INC. | June 6, 2025 | To approve a non-binding advisory vote on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| ASTRIA THERAPEUTICS INC. | June 11, 2025 | The approval of the first amendment to our Second Amended and Restated 2015 Stock Incentive Plan, to increase the number of shares of our common stock available for grant under the plan by 5,500,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| ASTRIA THERAPEUTICS INC. | June 11, 2025 | The approval, by non-binding advisory vote, of our executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| ATARA BIOTHERAPEUTICS INC. | June 10, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ATLANTICUS HOLDINGS CORP. | May 8, 2025 | To approve the "say-on-pay" resolution set forth below: RESOLVED, that the shareholders of Atlanticus Holdings Corporation hereby approve, on an advisory basis, the compensation of the company's named executive officers, as disclosed in the company's Proxy Statement for the 2025 Annual Meeting of Shareholders pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Summary Compensation Table and the other related tables and disclosure. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 3 funds |
| ATLASSIAN CORP PLC | December 11, 2024 | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024. Say-on-Pay |
Board | Not determined | AGAINST 11 funds |
FOR 8 funds |
| ATYR PHARMA INC. | May 1, 2025 | To elect two Class I directors, as nominated by the Company's Board of Directors (the "Board of Directors"), to hold office until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Paul Schimmel, Ph.D. Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Chris Urmson Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 6 funds |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Sterling Anderson Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 6 funds |
| AUTODESK INC. | July 16, 2024 | Election of Directors: Blake Irving Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| AUTODESK INC. | June 18, 2025 | Election of Directors: Blake Irving Director Elections |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: William J. Ready Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| AVANOS MEDICAL INC. | April 24, 2025 | Approval of an amendment to the Company's 2021 Long Term Incentive Plan to increase the number of shares reserved for issuance thereunder by 2,250,000 shares. Compensation |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| AVIAT NETWORKS INC. | November 6, 2024 | Approval of the Second Amended and Restated 2018 Incentive Plan of the Company. Compensation |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Adriane Brown Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Graham Smith Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Hadi Partovi Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Michael Garnreiter Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | FOR 21 funds |
AGAINST 7 funds |
| BABCOCK & WILCOX ENTERPRISES INC. | June 4, 2025 | Approval, on a non-binding advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BALL CORP. | April 30, 2025 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| BANDWIDTH INC. | May 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| BANK OF AMERICA CORP. | April 22, 2025 | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution) Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 16 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Charles D. Fite Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: James C. Hale Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Joel Sklar, MD Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Kevin R. Kennedy Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Nicolas C. Anderson Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | Election of Directors: Secil Tabli Watson Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 21, 2025 | To approve, by non-binding vote, executive compensation Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 5 funds |
| BANKUNITED INC. | May 22, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 9 funds |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 21 funds |
AGAINST 8 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 21 funds |
WITHHOLD 2 funds |
| BARNES & NOBLE EDUCATION INC. | September 18, 2024 | To approve the Company's Amended and Restated Equity Incentive Plan to, among other things, increase the number of shares authorized to be issued under the Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| BAUSCH + LOMB CORP. | May 21, 2025 | The approval, in an advisory vote, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Amy B. Wechsler, M.D. Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Brett M. Icahn Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Christian A. Garcia Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Frank D. Lee Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: John A. Paulson Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Richard C. Mulligan, Ph.D. Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Robert N. Power Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Sarah B. Kavanagh Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Steven D. Miller Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | Election of Directors: Thomas J. Appio Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| BCB BANCORP INC. | April 24, 2025 | Election of Directors: Tara French Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| BEAM GLOBAL | September 23, 2024 | Approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BEAUTY HEALTH CO. | June 12, 2025 | Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| BERRY GLOB | February 5, 2025 | To approve, on an advisory, non-binding basis, our executive compensation. Say-on-Pay |
Board | Not determined | AGAINST 22 funds |
FOR 14 funds |
| BERRY GLOB | February 25, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." Say-on-Pay |
Board | Not determined | AGAINST 22 funds |
FOR 14 funds |
| BEYOND INC. | May 15, 2025 | Election of Directors: Debra G. Perelman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards"). Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| BEYOND INC. | May 15, 2025 | The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote"). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| BILL HOLDINGS INC. | December 5, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 10 funds |
| BIO-TECHNE CORP. | October 24, 2024 | Election of Directors: Alpna Seth Director Elections |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| BIOHAVEN LTD | May 5, 2025 | A non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| BIOHAVEN LTD. | May 5, 2025 | Election of Directors for a term expiring at the 2028 Annual Meeting of shareholders: Vlad Coric, M.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| BIOMARIN PHARMACEUTICAL INC. | May 20, 2025 | Election of Directors: Elizabeth M. Anderson Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| BLACKLINE INC. | May 8, 2025 | Approval, on a non-binding, advisory basis, of the 2024 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| BLACKROCK FINANCE INC. | May 15, 2025 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 16 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.