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Dimensional vs Charles Schwab: how alike they voted, 2024-2025

91.8% When both took a single position, they voted the same way on 91.8% of 14,767 items (13,561 the same, 1,206 different). 97 items where at least one of them split its funds are listed separately below. Both voted on 14,864 items in all.

Dimensional 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,86413,5611,206 9791.8%91.8%
Board proposals 13,88912,7241,135 3091.8%91.8%
E&S shareholder proposals 2321651 6699.4%93.1%
Other items 74367270 190.6%90.6%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalCharles Schwab
HALLADOR ENERGY CO. May 29, 2025 Election of six Directors for a one-year term: David C. Hardie
Director Elections
Board For AGAINST
8 funds
FOR
2 funds
HALLADOR ENERGY CO. May 29, 2025 Election of six Directors for a one-year term: David J. Lubar
Director Elections
Board For AGAINST
8 funds
FOR
2 funds
HALLADOR ENERGY CO. May 29, 2025 Election of six Directors for a one-year term: Zarrell Gray
Director Elections
Board For AGAINST
8 funds
FOR
2 funds
HAMILTON LANE INC. September 5, 2024 Advisory, non-binding vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
14 funds
FOR
8 funds
HARBORONE BANCORP INC. May 13, 2025 The election of the three Class III director nominees named in the proxy statement to serve on our Board of Directors for a term of three years and until their respective successors are duly elected and qualified: Joseph F. Casey
Director Elections
Board For WITHHOLD
20 funds
FOR
4 funds
HARVARD BIOSCIENCE INC. June 2, 2025 Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
9 funds
FOR
2 funds
HARVARD BIOSCIENCE INC. June 2, 2025 Election of Director: James W. Green
Director Elections
Board For WITHHOLD
8 funds
FOR
1 fund
HAWTHORN BANCSHARES INC. June 3, 2025 Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2025.
Audit-related
Board For FOR
9 funds
AGAINST
1 fund
HAYWARD HOLDINGS INC. May 22, 2025 Election of Directors: Edward Ward
Director Elections
Board For WITHHOLD
20 funds
FOR
8 funds
HAYWARD HOLDINGS INC. May 22, 2025 Election of Directors: Lawrence Silber
Director Elections
Board For WITHHOLD
20 funds
FOR
8 funds
HBT FINANCIAL INC. May 20, 2025 Election of Directors: Roger A. Baker
Director Elections
Board For FOR
20 funds
WITHHOLD
4 funds
HCA HEALTHCARE INC. April 24, 2025 Election of Directors: Hugh F. Johnston
Director Elections
Board For FOR
12 funds
AGAINST
14 funds
HEICO CORP. March 14, 2025 ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim
Director Elections
Board For AGAINST
10 funds
FOR
11 funds
HERITAGE INSURANCE HOLDINGS INC. June 10, 2025 Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares
Compensation
Board For FOR
4 funds
AGAINST
2 funds
HERITAGE INSURANCE HOLDINGS INC. June 10, 2025 Approve, on an advisory basis, the compensation of the Company's named executive officers
Say-on-Pay
Board For AGAINST
5 funds
FOR
3 funds
HERITAGE INSURANCE HOLDINGS INC. June 10, 2025 Election of Directors: Irini Barlas
Director Elections
Board For WITHHOLD
4 funds
FOR
2 funds
HERITAGE INSURANCE HOLDINGS INC. June 10, 2025 Election of Directors: Joseph Vattamattam
Director Elections
Board For WITHHOLD
4 funds
FOR
2 funds
HERITAGE INSURANCE HOLDINGS INC. June 10, 2025 Election of Directors: Paul L. Whiting
Director Elections
Board For WITHHOLD
4 funds
FOR
2 funds
HERSHEY CO. May 6, 2025 Approve named executive officer compensation on a non-binding advisory basis.
Say-on-Pay
Board For AGAINST
15 funds
FOR
17 funds
HERSHEY CO. May 6, 2025 Election of Directors: Huong Maria T. Kraus
Director Elections
Board For AGAINST
14 funds
FOR
15 funds
HILTON GRAND VACATIONS INC. May 7, 2025 Approve by non-binding vote the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For AGAINST
21 funds
FOR
8 funds
HIMS & HERS HEALTH INC. June 12, 2025 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For AGAINST
3 funds
FOR
6 funds
HOLOGIC INC. February 26, 2025 Election of Directors: Martin Madaus
Director Elections
Board For AGAINST
19 funds
FOR
14 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Approval, in a non-binding advisory vote, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
20 funds
FOR
8 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Ara K. Hovnanian
Director Elections
Board For AGAINST
19 funds
FOR
7 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Edward A. Kangas
Director Elections
Board For AGAINST
19 funds
FOR
7 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Joseph A. Marengi
Director Elections
Board For AGAINST
19 funds
FOR
7 funds
HOVNANIAN ENTERPRISES INC. March 27, 2025 Election of directors: Robert B. Coutts
Director Elections
Board For AGAINST
19 funds
FOR
7 funds
HUDSON GLOBAL INC. July 31, 2024 To approve, by advisory vote, the compensation of our named executive officers as disclosed in the proxy statement.
Say-on-Pay
Board For AGAINST
11 funds
FOR
2 funds
HUDSON PACIFIC PROPERTIES INC. May 14, 2025 The approval of the Amended and Restated 2010 Incentive Award Plan.
Compensation
Board For AGAINST
4 funds
FOR
9 funds
HUNTINGTON BANCSHARES INC. April 16, 2025 An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.
Say-on-Pay
Board For AGAINST
19 funds
FOR
16 funds
HYLIION HOLDINGS CORP. May 20, 2025 To approve, on an advisory basis, compensation for the Company's named executive officers, as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
11 funds
FOR
5 funds
ICHOR HOLDINGS LTD. May 14, 2025 To approve the adoption of the Ichor Holdings, Ltd. 2025 Omnibus Incentive Plan.
Compensation
Board For AGAINST
21 funds
FOR
7 funds
IDEAL POWER INC. June 12, 2025 Approval, on a non-binding, advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
1 fund
FOR
2 funds
IDENTIV INC. June 10, 2025 Election of Directors: Laura Angelini
Director Elections
Board For WITHHOLD
4 funds
FOR
1 fund
IDENTIV INC. June 10, 2025 To approve the compensation of the Company's named executive officers, on a non-binding advisory basis; and
Say-on-Pay
Board For AGAINST
5 funds
FOR
2 funds
IDT CORP. December 12, 2024 Election of Directors: Elaine S. Yatzkan
Director Elections
Board For AGAINST
15 funds
FOR
4 funds
IDT CORP. December 12, 2024 Election of Directors: Howard S. Jonas
Director Elections
Board For AGAINST
15 funds
FOR
4 funds
ILLUMINA INC. May 21, 2025 Election of Directors: Robert S. Epstein, M.D.
Director Elections
Board For FOR
10 funds
AGAINST
11 funds
INCYTE CORP. June 10, 2025 Approve amendments of the Company's Amended and Restated 2010 Stock Incentive Plan.
Compensation
Board For AGAINST
3 funds
FOR
15 funds
INCYTE CORP. June 10, 2025 Election of Directors: Jean-Jacques Bienaime
Director Elections
Board For AGAINST
3 funds
FOR
15 funds
INDIE SEMICONDUCTOR INC. June 4, 2025 To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares.
Compensation
Board For AGAINST
8 funds
FOR
4 funds
INDIE SEMICONDUCTOR INC. June 4, 2025 To elect three Class I directors for terms expiring at the 2028 Annual Meeting of Stockholders: Ichiro Aoki
Director Elections
Board For WITHHOLD
8 funds
FOR
4 funds
INFORMATIC June 18, 2025 Advisory vote on the compensation of our named executive officers.
Say-on-Pay
Board Not determined AGAINST
1 fund
FOR
9 funds
INFORMATION SERVICES GROUP INC. April 24, 2025 To approve, in a non-binding advisory vote, the compensation paid to the Company's named executive officers.
Say-on-Pay
Board For AGAINST
17 funds
FOR
3 funds
INGERSOLL June 12, 2025 Election of Directors: William P. Donnelly
Director Elections
Board Not determined AGAINST
3 funds
FOR
13 funds
INGLES MARKETS INC. March 3, 2025 To approve, by non-binding vote, executive compensation, as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
22 funds
FOR
8 funds
INMUNE BIO INC. June 10, 2025 To approve the Second Amended and Restated INmune Bio Inc. 2021 Stock Incentive Plan.
Compensation
Board For AGAINST
1 fund
FOR
2 funds
INNOVATIVE INDUSTRIAL PROPERTIES INC. June 11, 2025 Approval on a non-binding advisory basis of the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
2 funds
FOR
12 funds
INNOVEX INTERNATIONAL INC. May 14, 2025 To adopt the Company's 2025 Long-Term Incentive Plan.
Compensation
Board For AGAINST
19 funds
FOR
7 funds
INNOVIVA INC. May 19, 2025 Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq.
Director Elections
Board For FOR
19 funds
AGAINST
7 funds
INOGEN INC. May 14, 2025 To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan.
Compensation
Board For FOR
14 funds
AGAINST
2 funds
INOGEN INC. May 14, 2025 To approve, on an advisory and non-binding basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
15 funds
FOR
3 funds
INOVIO PHARMACEUTICALS INC. May 20, 2025 To approve, on a non-binding advisory basis, the resolution regarding compensation of our named executive officers described in the accompanying proxy statement.
Say-on-Pay
Board For AGAINST
4 funds
FOR
3 funds
INSIGHT EN May 13, 2025 Election of Directors: Catherine Courage
Director Elections
Board Not determined FOR
20 funds
AGAINST
10 funds
INTEL CORP. May 6, 2025 Advisory vote on executive compensation (Say-On-Pay).
Say-on-Pay
Board For AGAINST
17 funds
FOR
13 funds
INTEL CORP. May 6, 2025 Approval of amendment and restatement of the 2006 Equity Incentive Plan.
Compensation
Board For AGAINST
16 funds
FOR
12 funds
INTERACTIVE BROKERS GROUP INC. April 17, 2025 Election of Directors: Paul J. Brody
Director Elections
Board For AGAINST
10 funds
FOR
14 funds
INTERACTIVE BROKERS GROUP INC. April 17, 2025 To approve, by non-binding vote, executive compensation.
Say-on-Pay
Board For AGAINST
11 funds
FOR
17 funds
INTERDIGITAL INC. June 11, 2025 Election of Directors: Joan H. Gillman
Director Elections
Board For AGAINST
2 funds
FOR
7 funds
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2025 Approve, on an advisory basis, the compensation of our named executive officers in 2024.
Say-on-Pay
Board For AGAINST
18 funds
FOR
15 funds
INTERPUBLIC GROUP OF COMPANIES INC. March 18, 2025 IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and
Say-on-Pay
Board For AGAINST
23 funds
FOR
17 funds
INTRA-CELLULAR THERAPIES INC. March 27, 2025 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
4 funds
FOR
11 funds
INTUIT INC. January 23, 2025 Election of Directors: Raul Vazquez
Director Elections
Board For AGAINST
12 funds
FOR
13 funds
INTUITIVE SURGICAL INC. May 1, 2025 The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan.
Compensation
Board For FOR
11 funds
AGAINST
15 funds
IOVANCE BIOTHERAPEUTICS INC. June 10, 2025 To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D.
Director Elections
Board For AGAINST
2 funds
FOR
3 funds
IOVANCE BIOTHERAPEUTICS INC. June 10, 2025 To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Michael Weiser, M.D., Ph.D.
Director Elections
Board For AGAINST
2 funds
FOR
3 funds
IOVANCE BIOTHERAPEUTICS INC. June 10, 2025 To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Ryan Maynard
Director Elections
Board For AGAINST
2 funds
FOR
3 funds
IOVANCE BIOTHERAPEUTICS INC. June 10, 2025 To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Wayne P. Rothbaum
Director Elections
Board For AGAINST
2 funds
FOR
3 funds
IQVIA HOLDINGS INC. April 24, 2025 Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay).
Say-on-Pay
Board For AGAINST
22 funds
FOR
16 funds
IROBOT CORP. May 16, 2025 Approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
13 funds
FOR
8 funds
IROBOT CORP. May 16, 2025 Elect two (2) Class II directors, nominated by the board of directors, each to serve for a three-year term, and until his successor has been duly elected and qualified or until his earlier death, resignation or removal: Neal Goldman
Director Elections
Board For AGAINST
12 funds
FOR
7 funds
IRONWOOD PHARMACEUTICALS INC. June 10, 2025 Approval, by non-binding advisory vote, of the compensation paid to the named executive officers.
Say-on-Pay
Board For AGAINST
1 fund
FOR
8 funds
ITT INC. May 21, 2025 Approval of a non-binding advisory vote on executive compensation
Say-on-Pay
Board For AGAINST
16 funds
FOR
15 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Priya Patil
Director Elections
Board For FOR
3 funds
AGAINST
4 funds
IVANHOE ELECTRIC INC. June 5, 2025 Election of Directors: Sofia Bianchi
Director Elections
Board For FOR
3 funds
AGAINST
4 funds
JABIL INC. January 23, 2025 Approve (on an advisory basis) Jabil's executive compensation.
Say-on-Pay
Board For AGAINST
19 funds
FOR
17 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Dennis J. Langwell
Director Elections
Board For FOR
8 funds
AGAINST
7 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Ollie L. Sherman, Jr.
Director Elections
Board For FOR
8 funds
AGAINST
7 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Peter B. Migliorato
Director Elections
Board For FOR
8 funds
AGAINST
7 funds
JAMES RIVER GROUP HOLDINGS LTD. October 24, 2024 Election of Directors: Thomas L. Brown
Director Elections
Board For FOR
8 funds
AGAINST
7 funds
JEFFERIES March 27, 2025 Advisory vote to approve 2024 executive-compensation program.
Say-on-Pay
Board Not determined AGAINST
20 funds
FOR
14 funds
JEFFERIES March 27, 2025 Election of Directors: MaryAnne Gilmartin
Director Elections
Board Not determined AGAINST
19 funds
FOR
13 funds
JEFFERIES March 27, 2025 Election of Directors: Melissa V. Weiler
Director Elections
Board Not determined AGAINST
19 funds
FOR
13 funds
JEFFERIES March 27, 2025 Election of Directors: Robert D. Beyer
Director Elections
Board Not determined AGAINST
19 funds
FOR
13 funds
JELD-WEN HOLDING INC. April 24, 2025 To approve the amended and restated 2017 Omnibus Equity Plan.
Compensation
Board For AGAINST
20 funds
FOR
7 funds
JOHN B. SANFILIPPO & SON INC. October 30, 2024 Election of Directors: Ellen C. Taaffe
Director Elections
Board For WITHHOLD
15 funds
FOR
7 funds
JOHNSON & JOHNSON April 24, 2025 Election of Directors: Hubert Joly
Director Elections
Board For AGAINST
19 funds
FOR
15 funds
JONES LANG LASALLE INC. May 21, 2025 Approval, on an advisory basis, of JLL's Executive Compensation ("Say On Pay")
Say-on-Pay
Board For AGAINST
25 funds
FOR
17 funds
KALVISTA PHARMACEUTICALS INC. October 3, 2024 Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement.
Say-on-Pay
Board For AGAINST
13 funds
FOR
3 funds
KB HOME April 17, 2025 Election of Directors: Arthur R. Collins
Director Elections
Board For AGAINST
19 funds
FOR
10 funds
KB HOME April 17, 2025 Election of Directors: James C. Weaver
Director Elections
Board For AGAINST
19 funds
FOR
10 funds
KB HOME April 17, 2025 Election of Directors: Jodeen A. Kozlak
Director Elections
Board For AGAINST
19 funds
FOR
10 funds
KB HOME April 17, 2025 Election of Directors: Jose M. Barra
Director Elections
Board For AGAINST
19 funds
FOR
10 funds
KENNEDY-WILSON HOLDINGS INC. June 5, 2025 To approve an amendment to the Company's Second Amended and Restated 2009 Equity Participation Plan to increase the number of shares of the Company's common stock that may be issued thereunder by an additional 3,400,000 shares.
Compensation
Board For AGAINST
9 funds
FOR
8 funds
KEROS THERAPEUTICS INC. June 4, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement.
Say-on-Pay
Board For AGAINST
1 fund
FOR
3 funds
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC June 3, 2025 Election of Class I Directors to serve until the 2028 Annual General Meeting of Shareholders, and until their respective successors have been appointed or until their earlier resignation or vacation of office in accordance with Kiniksa's articles of association: Sanj K. Patel
Director Elections
Board For AGAINST
6 funds
FOR
2 funds
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC June 3, 2025 Subject to the passing of Proposal No. 11, to empower the Board of Directors generally pursuant to section 570(1) and section 573 of the Companies Act to allot equity securities (as defined in section 560 of the Companies Act) for cash pursuant to the general authority conferred on them by Proposal No. 11 as if section 561(1) of the Companies Act did not apply to that allotment. This power (a) shall be limited to the allotment of equity securities up to a maximum aggregate of $6,976.33; (b) will expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this power make an offer or agreement which would or might require equity securities to be allotted after that expiry and the Board of Directors may allot equity securities pursuant to any of those offers or agreements as if the power had not expired; and (c) will apply in relation to a sale of shares which is an allotment of equity securities by virtue of section 560(3) of the Companies Act as if in the first paragraph of this proposal the words "pursuant to the general authority conferred on them by Proposal No. 11" were omitted. For purposes of this resolution, references to the allotment of equity securities shall be interpreted in accordance with section 560 of the Companies Act. This resolution replaces all unexercised powers previously granted to the Board of Directors, pursuant to the adoption of the Articles in June 2024, to allot equity securities as if section 561 of the Companies Act did not apply but shall be without prejudice to any allotment of equity securities already made or agreed or agreed to be made pursuant to such authorities.
Capital Structure
Board For AGAINST
6 funds
FOR
2 funds
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC June 3, 2025 To authorize the Board of Directors, generally and unconditionally for the purpose of section 551 of the UK Companies Act 2006 (the "Companies Act") to allot shares in the Company or to grant rights to subscribe for or to convert any security into shares in the company ("Rights") up to a maximum aggregate nominal amount of $6,976.33, which represents approximately 35% of the issued ordinary share capital of the Company on the record date for the 2025 Annual General Meeting of Shareholders. This authority shall expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this authority make an offer or agreement which would or might require shares to be allotted, or Rights to be granted, pursuant to this authority after its expiration, and the Board of Directors may allot shares or grant Rights in pursuance of that offer or agreement as if the authority conferred by this resolution had not expired. The authority granted by this resolution shall replace all of our existing authorities to allot any shares and to grant Rights previously granted in connection with the adoption of the Articles in June 2024, but without prejudice to any allotment of shares or grant of Rights already made or agreed or offered to be made pursuant to such authorities.
Capital Structure
Board For AGAINST
6 funds
FOR
2 funds
KLAVIYO INC. June 10, 2025 To elect three Class II directors to serve until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Ed Hallen
Director Elections
Board For WITHHOLD
1 fund
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.