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
174 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 |
|---|---|---|---|---|---|---|
| MARS GROUP HOLDINGS CORP. | June 26, 2025 | Approve Additional Dividend so that Annual Dividend Equals to 5 Percent of Equity Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| METALLURGICAL CORPORATION OF CHINA LTD. | June 30, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| METRO INC. | January 28, 2025 | Auditor Rotation Audit-related |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| MITSUBA CORP. | June 26, 2025 | Amend Articles to Mandate Shareholder Approval for Income Allocation Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| MITSUI FUDOSAN LOGISTICS PARK INC. | September 30, 2024 | Amend Articles to Increase Authorized Capital - Amend Permitted Investment Types - Amend Asset Management Compensation Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| MULLEN AUTOMOTIVE INC. | March 13, 2025 | Adjournment Proposal - To approve the adjournment of the Meeting from time to time, to a later date or dates, if necessary or appropriate, under certain circumstances, including for the purpose of soliciting additional proxies in favor of one or more of the foregoing proposals, in in the event the Company does not receive the requisite stockholder vote to approve such proposal(s) or establish a quorum. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| NAKAYAMA STEEL WORKS LTD. | June 26, 2025 | Approve Additional Dividend so that Annual Dividend Equals to 3.5 Percent of Equity Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| NAKAYAMA STEEL WORKS LTD. | June 26, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| NAKAYAMA STEEL WORKS LTD. | June 26, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| NAN YA PLASTICS CORP. | June 12, 2025 | Elect MING JEN, TZOU, with Shareholder No. 0427610, as Non-Independent Director Director Elections |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| NAN YA PLASTICS CORP. | June 12, 2025 | Elect SHUH, CHEN, with Shareholder No. P101989XXX, as Independent Director Director Elections |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| NAN YA PLASTICS CORP. | June 12, 2025 | Elect WILFRED WANG, a Representative of FORMOSA PETROCHEMICAL CORP. with Shareholder No. 0260221, as Non-Independent Director Director Elections |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 1: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 2: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 3: Report on Forced Labor and Child Labor in Lending Profiles Human Rights or Human Capital/workforce |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| NATIONAL BANK OF CANADA | April 24, 2025 | SP 4: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| NATIONAL GRID PLC | July 10, 2024 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 12 funds |
| NEWELL BRANDS INC. | May 8, 2025 | A stockholder proposal to approve additional stock retention requirements for executives, if properly presented at the annual meeting. Compensation |
Other | Against | FOR 19 funds |
AGAINST 5 funds |
| NINETY ONE LTD. | July 25, 2024 | Approve Climate Strategy Environment or Climate |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| NIPPON FINE CHEMICAL CO. LTD. | June 24, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| NIPPON FINE CHEMICAL CO. LTD. | June 24, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| ONE STOP SYSTEMS INC. | May 14, 2025 | To approve the adjournment of the Annual Meeting to another place, or a later date or dates, if necessary or appropriate, to solicit additional proxies in the event we have not received sufficient votes in favor of the foregoing proposals; Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 5 funds |
| PHOENIX GROUP HOLDINGS PLC | May 13, 2025 | Adopt New Articles of Association Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 9 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 9 funds |
| PROSUS NV | August 21, 2024 | Approve Discharge of Non-Executive Directors Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 10 funds |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | March 19, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| RICOH LEASING CO. LTD. | June 23, 2025 | Amend Articles to Change Location of Head Office - Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| RIO TINTO | April 3, 2025 | APPROVE CLIMATE ACTION PLAN Environment or Climate |
Other | Not determined | AGAINST 11 funds |
FOR 10 funds |
| RIO TINTO LIMITED | May 1, 2025 | Approve 2025 Climate Action Plan Environment or Climate |
Other | For | AGAINST 14 funds |
FOR 10 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 1: Disclosure of Internal Pay Metrics Used For Executive Compensation Compensation |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 2: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 7: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | FOR 21 funds |
AGAINST 7 funds |
| SANTOS LIMITED | April 10, 2025 | Approve Advisory Vote on Climate Transition Approach Environment or Climate |
Other | For | AGAINST 11 funds |
FOR 10 funds |
| SANY HEAVY INDUSTRY CO. LTD. | April 21, 2025 | Amend Articles of Association and Governance System Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| SEKISUI JUSHI CORP. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| SEKISUI JUSHI CORP. | June 25, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| SERES GROUP CO. LTD. | April 22, 2025 | Elect Wei Mingde as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SHANGHAI RURAL COMMERCIAL BANK CO. LTD. | June 13, 2025 | Approve Abolition of the Board of Supervisors, Amend Articles of Association and Related Annexes Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 1 fund |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve the Adjournment of the Annual Meeting to a Later Date or Dates, if Necessary and Appropriate Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 7 funds |
| SOLO BRANDS INC. | May 23, 2025 | Approval of an adjournment of the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposals 3 or 4. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 7 funds |
| SSE PLC | July 18, 2024 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 10 funds |
| STELLA CHEMIFA CORP. | June 27, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| SWATCH GROUP AG | May 21, 2025 | Elect Steven Wood as Director Director Elections |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| TELECOM ITALIA SPA | June 24, 2025 | Amend Company Bylaws Re: Article 3 Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 7 funds |
| TERRITORIAL BANCORP INC. | November 6, 2024 | To approve the adjournment of the Territorial special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Territorial special meeting to approve the Merger Proposal, or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Territorial stockholders (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 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 |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct Other Social Issues |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 5: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 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 |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 7: Dismiss Bharat Masrani as the Bank's Advisor and Prohibit From Holding Any Other Position Within the Organization Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 9: Hire a New Group President and CEO from Outside TD Bank Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| TSINGTAO BREWERY COMPANY LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| TSUTSUMI JEWELRY CO. LTD. | June 27, 2025 | Amend Articles to Add Provision Concerning Management with Cost of Capital and Share Price Considered Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| TSUTSUMI JEWELRY CO. LTD. | June 27, 2025 | Approve Additional Dividend so that Annual Dividend Equals to 7 Percent of Equity Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| UNISPLENDOUR CORP. LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | AGAINST 17 funds |
FOR 7 funds |
| VALE SA | April 30, 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 | Against | ABSTAIN 6 funds |
AGAINST 1 fund |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 7 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 3 funds |
AGAINST 18 funds |
| WORLDLINE SA | June 5, 2025 | Amend Article 19 of Bylaws Re: Chairman of the Board Age Limit Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| WOWOW INC. | June 19, 2025 | Amend Articles to Amend Business Lines - Allow Virtual Only Shareholder Meetings - Amend Provisions on Number of Directors Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| YANKUANG ENERGY GROUP COMPANY LTD. | May 30, 2025 | Amend Articles of Association and Relevant Rules of Procedures Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| YODOGAWA STEEL WORKS LTD. | June 24, 2025 | Amend Articles to Prohibit Appointment of Advisors Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| YODOGAWA STEEL WORKS LTD. | June 24, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Chen Jinrong as Director Director Elections |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wang Ligang as Director Director Elections |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wei Junhao as Director Director Elections |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Fang Rong as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Li Zixue as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 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.