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 |
|---|---|---|---|---|---|---|
| KLX ENERGY SERVICES HOLDINGS INC. | May 7, 2025 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| KODIAK GAS | April 23, 2025 | Election of three nominees: Alex N. Darden Director Elections |
Board | Not determined | WITHHOLD 21 funds |
FOR 4 funds |
| KODIAK SCIENCES INC. | June 2, 2025 | Approve, on an advisory basis, the compensation of Kodiak's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| KOHL'S CORP. | May 14, 2025 | To approve, by an advisory vote, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| KOPPERS HOLDINGS INC. | May 8, 2025 | PROPOSAL TO APPROVE OUR AMENDED AND RESTATED 2020 LONG TERM INCENTIVE PLAN Compensation |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| KORU MEDICAL SYSTEMS INC. | May 14, 2025 | Approval, on an advisory basis, of the compensation of the Company's executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: James M. Buch Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: John E. Harper Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: R. Gerald Turner Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| KURA ONCOLOGY INC. | June 5, 2025 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| KURA SUSHI USA INC. | January 23, 2025 | Election of Directors: Shintaro Asako Director Elections |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| KYMERA THERAPEUTICS INC. | June 25, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers; and Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| L3HARRIS T | April 18, 2025 | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | AGAINST 17 funds |
FOR 15 funds |
| LABCORP HO | May 15, 2025 | Election of the members of the Company's Board of Directors: Peter M. Neupert Director Elections |
Board | Not determined | AGAINST 17 funds |
FOR 14 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 8 funds |
| LANDMARK BANCORP INC. | May 21, 2025 | Election of Directors: Patrick L. Alexander Director Elections |
Board | For | AGAINST 19 funds |
FOR 1 fund |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Dr. Gerard Ber Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Mr. Samuel Leno Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Ms. Mary Anne Heino Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| LANTRONIX INC. | November 5, 2024 | To approve an amendment to our 2020 Performance Incentive Plan to increase the number of shares of common stock reserved for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | FOR 18 funds |
AGAINST 1 fund |
| LANTRONIX INC. | November 5, 2024 | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers as described in the proxy statement accompanying this notice. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | FOR 20 funds |
AGAINST 4 funds |
| LEGALZOOM.COM INC. | June 3, 2025 | Election of Directors: Neil Tolaney Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: David B. Roberts Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: George W. LeMaitre Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: Martha Shadan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Dacona Smith Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| LENZ THERAPEUTICS INC. | June 10, 2025 | To elect two Class III directors to hold office until our 2027 annual meeting of stockholders and two Class I directors to hold office until our 2028 annual meeting of stockholders, each until their respective successors are elected and qualified: Class III: Kimberlee C. Drapkin Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| LEXICON PHARMACEUTICALS INC. | June 2, 2025 | Advisory vote to approve the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LIFE360 INC. | May 27, 2025 | Non-binding, advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE 2024 COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LIFEVANTAGE CORP. | November 7, 2024 | To approve a non-binding, advisory resolution approving the compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| LIGHT & WONDER INC. | June 10, 2025 | To approve an amendment and restatement of the Company's 2003 Incentive Compensation Plan to increase the number of shares of stock authorized for issuance thereunder. Compensation |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| LIGHTBRIDGE CORP. | May 8, 2025 | Approval of an amendment to the Lightbridge Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| LIGHTPATH TECHNOLOGIES INC. | November 20, 2024 | To approve the election of the Class II Directors. The nominees are: M. Scott Faris Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| LIMONEIRA CO. | April 9, 2025 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"). Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | The approval of an amendment to the Lincoln National Corporation 2020 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2025 | The approval of an amendment to the Lindblad Expeditions Holdings, Inc. 2021 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2025 | The approval, on an advisory basis, of the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| LINEAGE CELL THERAPEUTICS INC. | June 26, 2025 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: George Parmer Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: Kenneth R. Lehman Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Approve the Starz 2025 Plan: Approve the Starz Entertainment Corp. 2025 Performance Incentive Plan, to be effective upon completion of the Transactions, if the Transactions are approved. See the section entitled "Proposal No. 7: Approve the Starz 2025 Plan" in the Proxy Statement. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Susan McCaw Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| LITHIA MOTORS INC. | April 24, 2025 | To approve, by an advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| LITTELFUSE INC. | April 24, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| LITTELFUSE INC. | April 24, 2025 | Election of Directors: Tzau-Jin Chung Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | Company Nominees: Nancy M. Taylor Director Elections |
Board | Contested | FOR 10 funds |
WITHHOLD 1 fund |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | To approve a non-binding advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 11 funds |
FOR 2 funds |
| LOANDEPOT INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| LOEWS CORP. | May 13, 2025 | Approve the Loews Corporation 2025 Incentive Compensation Plan Compensation |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| LUCID GROUP INC. | June 5, 2025 | To approve the amendment and restatement of the Lucid Group, Inc. Amended and Restated 2021 Stock Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| LUMENTUM HOLDINGS INC. | November 20, 2024 | To approve the Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| LYELL IMMUNOPHARMA INC. | May 15, 2025 | Approval, on a non-binding advisory basis, of the compensation of the company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| M/I HOMES INC. | May 14, 2025 | A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 10 funds |
| MACERICH CO. | June 2, 2025 | Advisory vote to approve our named executive officer compensation as described in our Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 10 funds |
| MACROGENICS INC. | May 21, 2025 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| MACROGENICS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | FOR 21 funds |
AGAINST 8 funds |
| MAGNACHIP SEMICONDUCTOR CORP | June 23, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers as set forth in the "Executive Compensation" section in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| MAMA'S CREATIONS INC. | July 3, 2024 | To hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: Paul Jacobi Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Kimberly A. Kuryea Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Thomas E. Noonan Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| MANITOWOC COMPANY INC. | May 6, 2025 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Daniel Sundheim Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 11 funds |
| MAPLEBEAR INC. | May 22, 2025 | To elect the following Class II director nominees: Ravi Gupta Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 11 funds |
| MARATHON OIL CORP. | August 29, 2024 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 16 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Jessica Hopfield, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): John DeFord, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Murali K. Prahalad, PhD Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Sean Cunningham Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| MARVELL TECHNOLOGY INC. | June 13, 2025 | An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| MASIMO CORP. | September 19, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 15 funds |
FOR 14 funds |
| MASTEC INC. | May 22, 2025 | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Ashok Trivedi Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | The election of two (2) persons as Class II Directors: Nirav Patel Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 1 fund |
| MASTECH DIGITAL INC. | May 14, 2025 | Vote to approve the amendment to the Company's Stock Incentive Plan, as amended and restated (the "Plan"), to increase the number of shares of common stock that may be issued pursuant to the Plan by 800,000 shares, to a total of 6,200,000 shares. Compensation |
Board | For | AGAINST 17 funds |
FOR 1 fund |
| MATCH GROUP INC. | June 18, 2025 | To approve the Match Group, Inc. Amended and Restated 2024 Stock and Annual Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| MAUI LAND & PINEAPPLE COMPANY INC. | May 21, 2025 | TO AMEND THE MAUI LAND & PINEAPPLE COMPANY, INC. 2017 EQUITY AND INCENTIVE AWARD PLAN TO INCREASE THE TOTAL NUMBER OF SHARES RESERVED FOR ISSUANCE BY 800,000 SHARES. Compensation |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| MCKESSON CORP. | July 31, 2024 | Election of eleven directors for a one-year term: Maria N. Martinez Director Elections |
Board | For | AGAINST 12 funds |
FOR 14 funds |
| MEDICINOVA INC. | June 17, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in this proxy. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| MERCHANTS BANCORP | May 15, 2025 | A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 6 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Laurence E. Katz Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Nicolaas Vlok Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| META PLATFORMS INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 17 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Feiying Lu Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Frank S. Rhee Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Howard Hwasaeng Kim Director Elections |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | FOR 18 funds |
AGAINST 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.