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 |
|---|---|---|---|---|---|---|
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Lawrence J. Waldman Director Elections |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Mark R. Quinlan Director Elections |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Election of Directors: Wendi B. Carpenter Director Elections |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC | May 1, 2025 | Hold a non-binding advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| CONCENTRIX | October 28, 2024 | Approval to amend the Concentrix Corporation 2020 Stock Incentive Plan, including to (i) increase the number of authorized shares thereunder by 3,000,000 shares and (ii) to remove the evergreen provision, among other amendments. Compensation |
Board | Not determined | AGAINST 18 funds |
FOR 11 funds |
| CONFLUENT INC. | June 11, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| CONNECTONE BANCORP INC. | May 20, 2025 | To vote, on an advisory basis, to approve the executive compensation of ConnectOne Bancorp, Inc.'s named executive officers, as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 5 funds |
| CONSTRUCTION PARTNERS INC | March 20, 2025 | Advisory, non-binding vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| CONSUMER PORTFOLIO SERVICES INC. | November 12, 2024 | To approve an advisory resolution on executive compensation. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 3 funds |
| CONTANGO ORE INC. | June 10, 2025 | To conduct a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| COOPER COMPANIES INC. | April 2, 2025 | Election of Directors: Lawrence E. Kurzius Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: David J. Mastrocola Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: John G. Boss Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: Robert J. Remenar Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Election of Directors: Stephen A. Van Oss Director Elections |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| CORECARD CORP. | May 29, 2025 | Approval of the CoreCard Corporation 2025 Employee Stock Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CORECARD CORP. | May 29, 2025 | Election of Two Directors. Nominees: Kathryn Petralia Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CORNING INC. | May 1, 2025 | Advisory approval of our executive compensation (Say on Pay). Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 14 funds |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 15 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Rahul Gupta Director Elections |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | FOR 1 fund |
AGAINST 13 funds |
| CORTEVA INC. | April 30, 2025 | Advisory resolution to approve executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Election of Directors: Maggie Wilderotter Director Elections |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Joachim Creus Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Lubomira Rochet Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Olivier Goudet Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Peter Harf Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Sue Y. Nabi Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 12 funds |
| CREDIT ACCEPTANCE CORP. | June 4, 2025 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 12 funds |
| CRONOS GROUP INC | July 19, 2024 | ADOPTION OF AN ADVISORY (NON-BINDING) RESOLUTION TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS AS DISCLOSED IN THE PROXY STATEMENT DATED APRIL 26, 2024 Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| CURBLINE PROPERTIES CORP. | May 7, 2025 | Election of two Class I Directors: Linda B. Abraham Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| CUSTOMERS BANCORP INC. | May 27, 2025 | Election of Directors: Daniel K. Rothermel Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| CVD EQUIPMENT CORP. | August 9, 2024 | The approval of a non-binding advisory resolution supporting the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve the Third Amended & Restated CVR Energy, Inc. 2007 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| CVR ENERGY INC. | June 5, 2025 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: Steven Myhill-Jones Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Gerald Aberle Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Robert Quartermain Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Stephen O'Rourke Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 2 funds |
| DANA INC. | April 24, 2025 | Approval of a non-binding advisory proposal approving executive compensation. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 9 funds |
| DANIMER SCIENTIFIC INC. | July 9, 2024 | Approval of an amendment to the Company's 2020 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| DATADOG INC. | June 3, 2025 | To elect three Class III directors, each to hold office until our Annual Meeting of Stockholders in 2028: Titi Cole Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 12 funds |
| DAVE INC. | June 2, 2025 | Director Election: Yadin Rozov Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| DECKERS OUTDOOR CORP. | September 9, 2024 | Election of Directors: Nelson C. Chan Director Elections |
Board | For | AGAINST 14 funds |
FOR 15 funds |
| DEFINITIVE HEALTHCARE CORP. | June 5, 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 9 funds |
FOR 5 funds |
| DENNY'S CO. | May 14, 2025 | An advisory resolution to approve the executive compensation of the Company. Say-on-Pay |
Board | Not determined | AGAINST 7 funds |
FOR 8 funds |
| DESIGNER BRANDS INC. | June 18, 2025 | Advisory vote on the compensation paid to our named executive officers in the fiscal year ended February 1, 2025. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| DIANTHUS THERAPEUTICS INC. | May 22, 2025 | To elect Class I directors to our Board of Directors, to serve until the 2028 annual meeting of stockholders and until their successors have been duly elected and qualified, or until their earlier death, resignation or removal: Marino Garcia Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| DIGI INTERNATIONAL INC. | February 3, 2025 | Company proposal to approve the amendment and restatement of the Digi International Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 21 funds |
FOR 4 funds |
| DIGITAL TURBINE INC. | August 27, 2024 | To approve, in a non-binding advisory vote, the compensation of our named executive officers, commonly referred to as "Say-on-pay." Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| DIGITALBRIDGE GROUP INC. | May 23, 2025 | To approve, on a non-binding, advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Election of Class I Director: Padmanabhan Srinivasan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 8 funds |
| DIME COMMUNITY BANCSHARES INC. | May 22, 2025 | Approval, by a non-binding advisory vote, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 8 funds |
| DLH HOLDINGS CORP. | March 13, 2025 | An Advisory Vote regarding the approval of compensation paid to our named Executive Officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 3 funds |
| DMC GLOBAL INC. | May 14, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| DMC GLOBAL INC. | May 14, 2025 | Election of Clifton Peter Rose as a director. Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| DOCGO INC. | June 17, 2025 | To approve on a non-binding, advisory basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Anna Marrs Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| DOCUSIGN INC. | May 29, 2025 | Election of Class I Directors: Teresa Briggs Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 9 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: David Dolby Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 9 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Election of Directors: Simon Segars Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 9 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Andy Fang Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Diego Piacentini Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Jeffrey Blackburn Director Elections |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Patrick O. Zalupski Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: G.J. Hart Director Elections |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Stephen Gillett Director Elections |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Todd Penegor Director Elections |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Travis Boersma Director Elections |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| DXC TECHNOLOGY CO. | July 30, 2024 | Approval of an increase in the number of shares available under the DXC Technology Company 2017 Non-Employee Director Incentive Plan. Compensation |
Board | For | FOR 22 funds |
AGAINST 9 funds |
| DYNATRACE INC. | August 23, 2024 | Election of Class II Directors: Jill Ward Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 12 funds |
| DYNATRACE INC. | August 23, 2024 | Election of Class II Directors: Kirsten O. Wolberg Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 12 funds |
| EAGLE BANCORP INC. | May 15, 2025 | To approve a non-binding, advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 8 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 22, 2025 | Election of Directors: Cynthia A. Fisher Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| EASTERN CO. | April 30, 2025 | Nonbinding advisory vote to approve the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 3 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To approve an amendment and restatement of the Company's 2015 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| EHEALTH INC. | June 18, 2025 | Approval, on an advisory basis, of the compensation of the Named Executive Officers of eHealth, Inc. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ELANCO ANIMAL HEALTH INC. | May 16, 2025 | Advisory vote on the compensation of the company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| ELECTROCORE INC. | September 3, 2024 | Approval, by non-binding advisory vote, of the resolution approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ELECTROCORE INC. | September 3, 2024 | Election of directors until the 2027 Annual Meeting: John P. Gandolfo Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ELECTROMED INC. | November 15, 2024 | To approve, on a non-binding and advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| ELEDON PHARMACEUTICALS INC. | June 10, 2025 | Election of Class II Directors: Allan D. Kirk, M.D., Ph.D., FACS Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| ELEDON PHARMACEUTICALS INC. | June 10, 2025 | Election of Class II Directors: Keith A. Katkin Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| ELEMENT SOLUTIONS INC. | June 3, 2025 | Election of Directors: Michael F. Goss Director Elections |
Board | For | AGAINST 10 funds |
FOR 10 funds |
| ELI LILLY AND CO. | May 5, 2025 | Election of the following directors, each to serve a three-year term: Mary Lynne Hedley Director Elections |
Board | For | AGAINST 16 funds |
FOR 15 funds |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Konstantin (Kosty) Gilis Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Lisa Klinger Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Todd Hyatt Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| EMERGENT BIOSOLUTIONS INC. | April 30, 2025 | To hold, on an advisory basis, a vote to approve the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| ENANTA PHARMACEUTICALS INC. | March 13, 2025 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 3 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.