Home › Asset managers › Compare 2024-2025 › Dimensional vs Equitable
Dimensional 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 59,815 | 51,510 | 3,000 | 5,305 | 94.5% | 91.1% |
| Board proposals | 51,362 | 43,842 | 2,826 | 4,694 | 93.9% | 90.5% |
| E&S shareholder proposals | 256 | 106 | 0 | 150 | 100.0% | 83.2% |
| Other items | 8,197 | 7,562 | 174 | 461 | 97.8% | 95.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
8,305 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 | Equitable |
|---|---|---|---|---|---|---|
| AADI BIOSCIENCE INC. | February 28, 2025 | Adjournment Proposal. To approve the adjournment of the Special Meeting, if necessary and to the extent permitted by the Divestiture Agreement, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Divestiture Proposal. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| ADVANCE AUTO PARTS INC. | May 14, 2025 | Vote on the stockholder proposal, if presented at the Annual Meeting, regarding additional requirements for executives to retain significant stock. Compensation |
Other | Against | FOR 18 funds |
AGAINST 5 funds |
| ADVANCE LOGISTICS INVESTMENT CORP. | October 10, 2024 | Amend Articles to Make Technical Changes to Asset Management Compensation in Connection with Merger Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| AENA S.M.E. SA | April 9, 2025 | Advisory Vote on Company's 2024 Updated Report on Climate Action Plan Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 7 funds |
| AICHI TOKEI DENKI CO. LTD. | June 25, 2025 | Amend Articles to Review Rationale of Holding Shares Held for Purposes Other Than Pure Investment and Disclose Review Results Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Appoint Shareholder Director Nominee Alexander Dmitrenko Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Appoint Shareholder Director Nominee Maeda, Shogo Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Appoint Shareholder Director Nominee Shimmori, Kenji Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Appoint Shareholder Director Nominee Yoshitake, Hajime Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Approve Restricted Stock Plan for Outside Directors Compensation |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Remove Incumbent Director Ito, Junro Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIN HOLDINGS INC. | July 30, 2024 | Remove Incumbent Director Yamazoe, Shigeru Director Elections |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| AIR CHINA LTD. | June 24, 2025 | Amend Articles of Association and Abolishment of the Supervisory Committee Corporate Governance |
Other | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| AIR CHINA LTD. | June 24, 2025 | Amend Rules and Procedures of Meetings of the Board Corporate Governance |
Other | For | AGAINST 1 fund |
ABSTAIN 1 fund |
| AIX Inc. | April 17, 2025 | Authorize Board to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| ALUMINUM CORPORATION OF CHINA LTD. | June 26, 2025 | Elect Yu Jinsong as Director Director Elections |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | A proposal to approve Amendment No. 1 to the Tax Benefit Preservation Plan; Shareholder Rights and Defenses |
Other | For | AGAINST 1 fund |
FOR 10 funds |
| ARQ INC. | June 3, 2025 | To approve the Eighth Amendment to the Company's Tax Asset Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 8 funds |
| ASKA PHARMACEUTICAL HOLDINGS CO. LTD. | June 24, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| ASURE SOFTWARE INC. | June 2, 2025 | To approve the Asure Software, Inc. Fourth Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| AVIVA PLC | April 30, 2025 | Approve Climate-Related Financial Disclosure Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 9 funds |
| AZEK COMPANY INC. | February 28, 2025 | To approve amendments to our certificate of incorporation to remove references to our former private equity sponsors and make certain other immaterial changes. Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 8 funds |
| BANK OF CHINA LTD. | December 20, 2024 | Elect Li Zimin as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| BANK OF CHINA LTD. | June 27, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| BANK OF COMMUNICATIONS CO. LTD. | June 27, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 1: Publish a Third-Party Racial Equity Audit Diversity, Equity, and Inclusion |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| BANK OF NOVA SCOTIA | April 8, 2025 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| BEIJING KINGSOFT OFFICE SOFTWARE INC. | June 4, 2025 | Elect Ma Yide as Director Director Elections |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 9 funds |
| BHP GROUP LTD. | October 30, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 10 funds |
| BRIDGFORD FOODS CORP. | March 19, 2025 | Proposal by shareholder Mark Krieger to take the Company private. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 1 fund |
| BROADWIND INC. | May 15, 2025 | To ratify the fourth amendment of the Company's Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 2: Report on Fighting Against Forced Labour and Child Labour in Loan Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 12 funds |
FOR 1 fund |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 4: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 12 funds |
FOR 1 fund |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 5: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 12 funds |
FOR 1 fund |
| CANADIAN IMPERIAL BANK OF COMMERCE | April 3, 2025 | SP 7: Disclosure of Internal Pay Metrics Used For Executive Compensation Compensation |
Other | Against | AGAINST 12 funds |
FOR 1 fund |
| CANADIAN NATIONAL RAILWAY CO. | May 2, 2025 | Management Advisory Vote on Climate Change Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 2 funds |
| CANADIAN P | April 30, 2025 | Management Advisory Vote on Climate Change Environment or Climate |
Other | Not determined | AGAINST 8 funds |
FOR 4 funds |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 24 funds |
| CARMILA SA | May 14, 2025 | Approve Company's Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| CCR SA | April 23, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | ABSTAIN 3 funds |
AGAINST 1 fund |
| CENTRICA PLC | May 8, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 13 funds |
FOR 9 funds |
| CHANGCHUN HIGH-TECH INDUSTRY (GROUP) CO. LTD. | May 12, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| CHINA EVERBRIGHT BANK COMPANY LTD. | July 29, 2024 | Elect Zhang Mingwen as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| CHINA JUSHI CO. LTD. | January 24, 2025 | Elect Liu Yan as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| CHINA JUSHI CO. LTD. | June 30, 2025 | Amend Working System for Independent Directors Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| CHINA MINSHENG BANKING CORP. LTD. | October 25, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| CHINA NATIONAL NUCLEAR POWER CO. LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| CHINA RAILWAY GROUP LTD. | August 20, 2024 | Elect Chen Yun as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| CHINA RAILWAY GROUP LTD. | June 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| CHINA VANKE CO. LTD. | June 27, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| CNGR ADVANCED MATERIAL CO. LTD. | April 17, 2025 | Approve Articles of Association (Draft) Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| CNO FINANC | May 8, 2025 | Approval of the Amended and Restated Certificate of Incorporation to include the Replacement NOL Protective Amendment. Shareholder Rights and Defenses |
Other | Not determined | AGAINST 18 funds |
FOR 10 funds |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Approve Waiver of Rule 9 of the Takeover Code Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 10 funds |
| COSCO SHIPPING HOLDINGS CO. LTD. | May 28, 2025 | Elect Zhang Feng as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| CRRC CORPORATION LTD. | February 18, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| CRRC CORPORATION LTD. | February 18, 2025 | Amend Rules of Procedure for the Board Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| DAI NIPPON TORYO CO. LTD. | June 24, 2025 | Approve Additional Dividend so that Annual Dividend Equals to 5 Percent of Equity Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| DAIICHI JITSUGYO CO. LTD. | June 24, 2025 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Indemnify Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| DHI GROUP INC. | May 16, 2025 | Approval of the 382 Rights Agreement adopted by the Board. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 1 fund |
| DIP CORP. | May 22, 2025 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| EAST MONEY INFORMATION CO. LTD. | August 26, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| EBAY INC. | June 25, 2025 | Director resignation policy, if properly presented. Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 18 funds |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 7 funds |
| ENGIE SA | April 24, 2025 | Approve Company's Climate Transition Plan Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 7 funds |
| EUROFINS SCIENTIFIC SE | April 24, 2025 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| EVERBRIGHT SECURITIES COMPANY LTD. | April 29, 2025 | Elect Pan Jianyun as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 7 funds |
| FERROVIAL SE | April 24, 2025 | Approve Climate Strategy Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| FORD MOTOR CO. | May 8, 2025 | Approval of the Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
FOR 16 funds |
| Fanhua, Inc. | October 31, 2024 | Authorize Board to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| GRUPO BIMBO SAB DE CV | April 30, 2025 | Ratify Executive Chair Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| GUOTAI HAITONG SECURITIES CO. LTD. | May 29, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| HAIER SMART HOME CO. LTD. | May 28, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| HAIER SMART HOME CO. LTD. | May 28, 2025 | Elect Chien Da-Chun as Director Director Elections |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| HAIER SMART HOME CO. LTD. | May 28, 2025 | Elect Wong Hak Kun as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| HAIER SMART HOME CO. LTD. | May 28, 2025 | Elect Yu Hon To, David as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| HELVETIA HOLDING AG | May 23, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 7 funds |
| HENAN SHUANGHUI INVESTMENT & DEVELOPMENT CO. LTD. | August 29, 2024 | Elect Wan Hongwei as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HENKEL AG & CO. KGAA | April 28, 2025 | APPROVE DISCHARGE OF SHAREHOLDERS' COMMITTEE FOR FISCAL YEAR 2024 Director Elections |
Other | For | AGAINST 13 funds |
FOR 8 funds |
| HISAKA WORKS LTD. | June 27, 2025 | Amend Articles to Mandate Shareholder Approval for Income Allocation and Allow Shareholder Proposals on Share Buybacks Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| HISAKA WORKS LTD. | June 27, 2025 | Approve Additional Dividend so that Final Dividend Equals to JPY 66 per Share Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| HOKKAN HOLDINGS LTD. | June 27, 2025 | Amend Articles to Review Rationale of Holding Shares Held for Purposes Other Than Pure Investment and Disclose Review Results Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| HOKURIKU ELECTRIC POWER CO. | June 26, 2025 | Amend Articles to Require Individual Compensation Disclosure for Directors, Statutory Auditors, and Advisors Compensation |
Other | Against | FOR 1 fund |
AGAINST 2 funds |
| HOLCIM LTD. | May 14, 2025 | Approve Climate Report Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 8 funds |
| HONGKONG LAND HOLDINGS LTD. | May 2, 2025 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 8 funds |
FOR 8 funds |
| HUDSON GLOBAL INC. | July 31, 2024 | To approve amendments to the Company's Rights Agreement to extend its term through October 15, 2027. Shareholder Rights and Defenses |
Other | For | AGAINST 10 funds |
FOR 1 fund |
| ICADE SA | May 13, 2025 | Approve Company's Biodiversity Transition Plan Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| ICADE SA | May 13, 2025 | Approve Company's Climate Transition Plan Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| IMPERIAL OIL LTD. | May 8, 2025 | Amend By-Law No. 1 Corporate Governance |
Other | For | AGAINST 14 funds |
FOR 2 funds |
| INFRASTRUTTURE WIRELESS ITALIANE SPA | April 15, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 8 funds |
| INNER MONGOLIA BAOTOU STEEL UNION CO. LTD. | May 22, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | FOR 18 funds |
AGAINST 20 funds |
| JIANGSU ZHONGTIAN TECHNOLOGY CO. LTD. | June 11, 2025 | Approve to Amend Articles of Association, and Amend, Formulate Governance Systems Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| KAGA ELECTRONICS CO. LTD. | June 26, 2025 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| LL FLOORING HOLDINGS INC. | July 10, 2024 | Election of Directors for terms ending in 2027: F9 Nominees: Jill Witter Director Elections |
Other | Contested | WITHHOLD 10 funds |
FOR 1 fund |
| LOBLAW COMPANIES LTD. | May 6, 2025 | SP 3: Oversee Independent Data Protection Impact Assessment of Healthcare Offerings Other Social Issues |
Other | Against | AGAINST 11 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.