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
4,694 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 |
|---|---|---|---|---|---|---|
| CMS ENERGY CORP. | May 2, 2025 | ELECTION OF DIRECTORS: Laura H. Wright Director Elections |
Board | For | FOR 9 funds |
Split 11 FOR, 7 AGAINST |
| CNA FINANCIAL CORP. | April 30, 2025 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Andre Rice Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Andrew H. Tisch Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Benjamin J. Tisch Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Dino E. Robusto Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Don M. Randel Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: James S. Tisch Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Jane J. Wang Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Jose O. Montemayor Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Kenneth I. Siegel Director Elections |
Board | For | WITHHOLD 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | April 30, 2025 | Election to the Board of the eleven nominees named below: Michael A. Bless Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 3 WITHHOLD |
| CNB FINANCIAL CORP. | April 15, 2025 | the election to the CNB Board of Directors of the three Class 2 directors set forth in the enclosed joint proxy statement/prospectus to serve until the 2028 annual meeting of CNB shareholders or until their respective successors are elected: Deborah Dick Pontzer Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 AGAINST |
| COCA-COLA BOTTLERS JAPAN HOLDINGS INC. | March 26, 2025 | Elect Director Yamura, Hirokazu Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 24 FOR, 1 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 17 funds |
Split 8 FOR, 15 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Ratify the appointment of Ernst & Young LLP as Independent Auditors of the Company to serve for the 2025 fiscal year Audit-related |
Board | For | FOR 17 funds |
Split 24 FOR, 1 AGAINST |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: David M. Katz Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Dennis A. Wicker Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Elaine Bowers Coventry Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: James H. Morgan Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: James R. Helvey, III Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Jason D. (J.D.) Hickey Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Morgan H. Everett Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Richard T. Williams Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Sharon A. Decker Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: Umesh M. Kasbekar Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Election of Directors: William H. Jones Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 4 WITHHOLD |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Elect Sol Daurella as Director Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Re-elect Manolo Arroyo as Director Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 4 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Re-elect Mark Price as Director Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Re-elect Mary Harris as Director Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2025 | Re-elect Thomas Johnson as Director Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 4 AGAINST |
| CODEXIS INC. | June 10, 2025 | Election of the two Class III directors named in the Proxy Statement to hold office for a three-year term expiring at the 2028 Annual Meeting: David V. Smith Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 WITHHOLD |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 AGAINST |
| CODEXIS INC. | June 10, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 3 AGAINST |
| COGENT BIOSCIENCES INC. | June 4, 2025 | Election of the two Class I director nominees to serve until the 2028 Annual Meeting of Stockholders and until their successors are duly elected and qualified: Dr. Karen Ferrante Director Elections |
Board | For | WITHHOLD 2 funds |
Split 5 FOR, 2 WITHHOLD |
| COGNEX CORP. | April 30, 2025 | Nominees: Nominated for a tern ending in 2028: Anthony Sun Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 7 AGAINST |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 3 AGAINST |
| COHERENT CORP. | November 14, 2024 | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024. Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 6 FOR, 3 AGAINST |
| COHU INC. | May 16, 2025 | Election of three (3) Class 3 directors, for a term of three years each: Andreas W. Mattes Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 3 AGAINST |
| COHU INC. | May 16, 2025 | Election of three (3) Class 3 directors, for a term of three years each: James A. Donahue Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 3 AGAINST |
| COHU INC. | May 16, 2025 | Election of three (3) Class 3 directors, for a term of three years each: Steven J. Bilodeau Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 3 AGAINST |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 21 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John P. Bilbrey Director Elections |
Board | For | AGAINST 16 funds |
Split 21 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John T. Cahill Director Elections |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm. Audit-related |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| COLOPLAST A/S | December 5, 2024 | Reelect Carsten Hellmann as Director Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 4 ABSTAIN |
| COLOPLAST A/S | December 5, 2024 | Reelect Marianne Wiinholt as Director Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 4 ABSTAIN |
| COLOWIDE CO. LTD. | June 26, 2025 | Elect Director Nojiri, Kohei Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| COLOWIDE CO. LTD. | June 26, 2025 | Elect Director and Audit Committee Member Higuchi, Kazunari Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Asuka Nakahara Director Elections |
Board | For | FOR 2 funds |
Split 11 FOR, 7 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: David C. Novak Director Elections |
Board | For | FOR 2 funds |
Split 11 FOR, 7 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Edward D. Breen Director Elections |
Board | For | FOR 2 funds |
Split 11 FOR, 7 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Jeffrey A. Honickman Director Elections |
Board | For | WITHHOLD 2 funds |
Split 8 FOR, 10 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Kenneth J. Bacon Director Elections |
Board | For | WITHHOLD 2 funds |
Split 8 FOR, 10 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Louise F. Brady Director Elections |
Board | For | FOR 2 funds |
Split 11 FOR, 7 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Madeline S. Bell Director Elections |
Board | For | WITHHOLD 2 funds |
Split 8 FOR, 10 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Thomas J. Baltimore, Jr. Director Elections |
Board | For | FOR 2 funds |
Split 6 FOR, 13 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Election of Directors: Wonya Y. Lucas Director Elections |
Board | For | FOR 2 funds |
Split 11 FOR, 7 WITHHOLD |
| COMCAST CORP. | June 18, 2025 | Ratification of the appointment of our independent auditors Audit-related |
Board | For | FOR 2 funds |
Split 18 FOR, 1 AGAINST |
| COMERICA INC. | April 29, 2025 | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation Say-on-Pay |
Board | For | FOR 22 funds |
Split 8 FOR, 1 AGAINST |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: Christine B. Taylor Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 WITHHOLD |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: June McAllister Fowler Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 WITHHOLD |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect four Directors to the 2028 Class for a term of three years: Todd R. Schnuck Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 WITHHOLD |
| COMMERCE BANCSHARES INC. | April 25, 2025 | To elect one Director to the 2027 Class for a term of two years: Benjamin F. Rassieur, III Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 WITHHOLD |
| COMMERCIAL VEHICLE GROUP INC. | May 15, 2025 | A vote on the Amended and Restated Commercial Vehicle Group, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Approval of additional shares under the Company's 2019 Long-Term Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 4 FOR, 3 AGAINST |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Election of eight directors: Derrick A. Roman Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Election of eight directors: Joanne M. Maguire Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Election of eight directors: L. William Krause Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| COMPAGNIE DE SAINT-GOBAIN SA | June 5, 2025 | Elect Antoine de Saint-Affrique as Director Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 4 AGAINST |
| COMPAGNIE DE SAINT-GOBAIN SA | June 5, 2025 | Reelect Sibylle Daunis as Representative of Employee Shareholders to the Board Director Elections |
Board | For | FOR 6 funds |
Split 5 FOR, 4 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 17.4 Million Compensation |
Board | For | AGAINST 4 funds |
Split 2 FOR, 7 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Elect Gary Saage as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reappoint Clay Brendish as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 7 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reappoint Fiona Druckenmiller as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reappoint Jasmine Whitbread as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 7 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reappoint Keyu Jin as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reappoint Maria Ramos as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reelect Clay Brendish as Director Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reelect Jasmine Whitbread as Director Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reelect Josua Malherbe as Director Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 11, 2024 | Reelect Wendy Luhabe as Director Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 7 AGAINST |
| COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA | May 16, 2025 | Elect Wolf-Henning Scheider as Supervisory Board Member Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 3 AGAINST |
| COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP | September 27, 2024 | Elect Directors Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP | April 29, 2025 | Approve Restricted Stock Plan Compensation |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| COMPASS INC. | May 22, 2025 | Election of Class I Directors: Dawanna Williams Director Elections |
Board | For | AGAINST 10 funds |
Split 3 FOR, 4 AGAINST |
| COMPASS INC. | May 22, 2025 | Election of Class I Directors: Frank Martell Director Elections |
Board | For | AGAINST 10 funds |
Split 3 FOR, 4 AGAINST |
| COMSTOCK RESOURCES INC. | June 3, 2025 | To elect five director nominees to our Board of Directors: Jim L. Turner Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 3 WITHHOLD |
| COMSYS HOLDINGS CORP. | June 27, 2025 | Elect Director Tanabe, Hiroshi Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CONAGRA BRANDS INC. | September 18, 2024 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 6 FOR, 12 AGAINST |
| 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 |
Split 7 FOR, 1 AGAINST |
| CONCRETE PUMPING HOLDINGS INC. | April 22, 2025 | To elect the four Class I Director nominees: David G. Hall Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 2 WITHHOLD |
| CONCRETE PUMPING HOLDINGS INC. | April 22, 2025 | To elect the four Class I Director nominees: Heather L. Faust Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 2 WITHHOLD |
| CONCRETE PUMPING HOLDINGS INC. | April 22, 2025 | To elect the four Class I Director nominees: Iain Humphries Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 2 WITHHOLD |
| CONCRETE PUMPING HOLDINGS INC. | April 22, 2025 | To elect the four Class I Director nominees: Stephen Alarcon Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 2 WITHHOLD |
| CONMED COR | May 20, 2025 | To approve the 2025 Long-Term Incentive Plan; Compensation |
Board | Not determined | FOR 21 funds |
Split 3 FOR, 4 AGAINST |
| CONSOL ENERGY INC. | January 9, 2025 | to vote on a proposal to adopt an amendment to CONSOL's Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of CONSOL common stock from 62,500,000 shares to 125,000,000 shares (the "CONSOL charter amendment proposal"); and Capital Structure |
Board | For | FOR 17 funds |
Split 3 FOR, 3 ABSTAIN |
| CONSOL ENERGY INC. | January 9, 2025 | to vote on a proposal to approve the issuance of shares of common stock, par value $0.01 per share, of CONSOL ("CONSOL common stock"), pursuant to the terms of the Agreement and Plan of Merger, dated as of August 20, 2024 (as it may be amended from time to time, the "merger agreement"), by and among CONSOL, Mountain Range Merger Sub Inc., a wholly owned subsidiary of CONSOL ("Merger Sub"), and Arch Resources, Inc. ("Arch") (the "CONSOL issuance proposal"); Extraordinary Transactions |
Board | For | FOR 17 funds |
Split 3 FOR, 3 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.