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
5,305 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 |
|---|---|---|---|---|---|---|
| CANON INC. | March 28, 2025 | Elect Director Mitarai, Fujio Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 4 AGAINST |
| CANON MARKETING JAPAN INC. | March 27, 2025 | Elect Director Adachi, Masachika Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| CAPGEMINI SE | May 7, 2025 | Elect Jean-Marc Chery as Director Director Elections |
Board | For | FOR 9 funds |
Split 7 FOR, 2 AGAINST |
| CAPGEMINI SE | May 7, 2025 | Reelect Kurt Sievers as Director Director Elections |
Board | For | FOR 9 funds |
Split 6 FOR, 4 AGAINST |
| CAPITALAND INVESTMENT LTD. | April 29, 2025 | Elect Gabriel Lim Meng Liang as Director Director Elections |
Board | For | FOR 8 funds |
Split 8 FOR, 1 AGAINST |
| CAPITALAND INVESTMENT LTD. | April 29, 2025 | Elect Miguel Ko Kai Kwun as Director Director Elections |
Board | For | FOR 8 funds |
Split 8 FOR, 1 AGAINST |
| CAPITOL FEDERAL FINANCIAL INC. | January 28, 2025 | Election of Directors: (for three-year terms): Jeffrey R. Thompson Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 AGAINST |
| CAPRI HOLDINGS LTD. | September 4, 2024 | Election of Directors: Jean Tomlin OBE Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 4 AGAINST |
| CAPRI HOLDINGS LTD. | September 4, 2024 | Election of Directors: Stephen Reitman Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 4 AGAINST |
| CARDLYTICS INC. | May 20, 2025 | Advisory vote to approve compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 4 FOR, 2 AGAINST |
| CARDLYTICS INC. | May 20, 2025 | Approval of the Cardlytics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
Split 4 FOR, 2 AGAINST |
| CARDLYTICS INC. | May 20, 2025 | Election of Directors: Alex Mishurov Director Elections |
Board | For | WITHHOLD 11 funds |
Split 4 FOR, 2 WITHHOLD |
| CARDLYTICS INC. | May 20, 2025 | Election of Directors: Jon Francis Director Elections |
Board | For | WITHHOLD 11 funds |
Split 4 FOR, 2 WITHHOLD |
| CAREDX INC. | June 12, 2025 | Approval of an amendment to 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
Split 5 FOR, 2 AGAINST |
| CAREDX INC. | June 12, 2025 | Election of Directors: R. Bryan Riggsbee Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 2 WITHHOLD |
| CARGURUS INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 5 FOR, 4 AGAINST |
| CARIBOU BIOSCIENCES INC. | June 12, 2025 | To elect two Class I directors to serve until the Company's 2028 annual meeting of stockholders and until their respective successors are duly elected and qualified or until their earlier death, resignation or removal. The two nominees for election are: Scott Braunstein, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
Split 4 FOR, 2 WITHHOLD |
| CARLISLE C | April 30, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation in 2024. Say-on-Pay |
Board | Not determined | AGAINST 18 funds |
Split 10 FOR, 1 AGAINST |
| CARLISLE C | April 30, 2025 | To elect the three directors nominated by the Board of Directors: C. David Myers Director Elections |
Board | Not determined | FOR 17 funds |
Split 4 FOR, 6 AGAINST |
| CARLISLE C | April 30, 2025 | To elect the three directors nominated by the Board of Directors: D. Christian Koch Director Elections |
Board | Not determined | FOR 17 funds |
Split 4 FOR, 6 AGAINST |
| CARLISLE C | April 30, 2025 | To elect the three directors nominated by the Board of Directors: Jonathan R. Collins Director Elections |
Board | Not determined | FOR 17 funds |
Split 4 FOR, 6 AGAINST |
| CARLSBERG A/S | March 17, 2025 | Reelect Bob Kunze-Concewitz as Director Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG A/S | March 17, 2025 | Reelect Henrik Poulsen as Director Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG A/S | March 17, 2025 | Reelect Lilian Fossum Biner as Director Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG A/S | March 17, 2025 | Reelect Magdi Batato as Director Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG A/S | March 17, 2025 | Reelect Majken Schultz as Director Director Elections |
Board | For | ABSTAIN 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG A/S | March 17, 2025 | Reelect Punita Lal as Director Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: Daniel A. D'Aniello Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: David M. Rubenstein Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: Derica W. Rice Director Elections |
Board | For | WITHHOLD 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: James H. Hance, Jr. Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: Linda H. Filler Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: Sharda Cherwoo Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Election of Directors: William J. Shaw Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| CARLYLE GROUP INC. | May 29, 2025 | Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 3 FOR, 4 AGAINST |
| CARNIVAL CORP. | April 16, 2025 | To approve, subject to Proposal 18 passing, the disapplication of pre-emption rights in relation to the allotment of new shares and sale of treasury shares by Carnival plc (in accordance with customary practice for UK companies). Capital Structure |
Board | For | FOR 12 funds |
Split 12 FOR, 7 AGAINST |
| CARREFOUR SA | May 28, 2025 | Approve Compensation of Alexandre Bompard, Chairman and CEO Compensation |
Board | For | AGAINST 6 funds |
Split 3 FOR, 3 AGAINST |
| CARREFOUR SA | May 28, 2025 | Reelect Charles Edelstenne as Director Director Elections |
Board | For | AGAINST 6 funds |
Split 3 FOR, 3 AGAINST |
| CARREFOUR SA | May 28, 2025 | Reelect Eduardo Rossi as Director Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 3 AGAINST |
| CARREFOUR SA | May 28, 2025 | Reelect Flavia Buarque de Almeida as Director Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 3 AGAINST |
| CARRIAGE SERVICES INC. | May 13, 2025 | To approve on an advisory basis our 2024 Named Executive Officers' compensation. Say-on-Pay |
Board | For | FOR 21 funds |
Split 5 FOR, 2 AGAINST |
| CARRIER GLOBAL CORP. | April 9, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 19 funds |
Split 6 FOR, 12 AGAINST |
| CARS.COM INC. | June 4, 2025 | Approval of the Amended and Restated Cars.com Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 11 funds |
Split 3 FOR, 3 AGAINST |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Dan Quayle Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 4 WITHHOLD |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Gregory Sullivan Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 4 WITHHOLD |
| CASIO COMPUTER CO. LTD. | June 27, 2025 | Elect Director Takano, Shin Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 2 funds |
Split 21 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Election of Directors: David W. MacLennan Director Elections |
Board | For | FOR 1 fund |
Split 21 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Ratification of our Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 1 fund |
Split 21 FOR, 1 AGAINST |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven G. Bunger Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 AGAINST |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 AGAINST |
| CBIZ INC. | October 23, 2024 | Stock Issuance Proposal-To consider and vote upon a proposal to approve, for purposes of complying with applicable NYSE listing rules, the issuance of more than 20% of the Company's issued and outstanding shares of Common Stock, par value $0.01 per share, in connection with the Agreement and Plan of Merger, dated as of July 30, 2024, by and among the Company, Marcum LLP and the other parties thereto. Extraordinary Transactions |
Board | For | FOR 15 funds |
Split 3 FOR, 3 ABSTAIN |
| CBIZ INC. | May 15, 2025 | Election of Directors: Rick L. Burdick Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Approve, in a non-binding resolution, the compensation paid to our executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | May 22, 2025 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST |
| CDW CORP. | May 20, 2025 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 23 FOR, 1 AGAINST |
| CELCUITY INC. | May 13, 2025 | Elect seven directors: David F. Dalvey Director Elections |
Board | For | WITHHOLD 3 funds |
Split 2 FOR, 5 WITHHOLD |
| CELCUITY INC. | May 13, 2025 | Elect seven directors: Richard E. Buller Director Elections |
Board | For | WITHHOLD 3 funds |
Split 5 FOR, 2 WITHHOLD |
| CELCUITY INC. | May 13, 2025 | Elect seven directors: Richard J. Nigon Director Elections |
Board | For | FOR 3 funds |
Split 5 FOR, 2 WITHHOLD |
| CELCUITY INC. | May 13, 2025 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
Split 5 FOR, 2 AGAINST |
| CENCORA INC. | March 6, 2025 | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 22 FOR, 1 AGAINST |
| CENCORA INC. | March 6, 2025 | Election of eleven directors: Lon R. Greenberg Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| CENCORA INC. | March 6, 2025 | Ratify the appointment of Ernst & Young LLP as Cencora, Inc.'s independent registered public accounting firm for fiscal 2025. Audit-related |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| CENTENE CORP. | May 13, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 17 funds |
Split 19 FOR, 1 AGAINST |
| CENTENE CORP. | May 13, 2025 | APPROVAL OF THE 2025 STOCK INCENTIVE PLAN. Human Rights or Human Capital/workforce |
Board | For | FOR 16 funds |
Split 19 FOR, 1 AGAINST |
| CENTENE CORP. | May 13, 2025 | ELECTION OF DIRECTORS: Frederick H. Eppinger Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 20 funds |
| CENTRAL GA | February 12, 2025 | Election of Directors: Brendan P. Dougher Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: Brooks M. Pennington III Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: Christopher T. Metz Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: Courtnee Chun Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: John R. Ranelli Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: Lisa Coleman Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: M. Beth Springer Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTRAL GA | February 12, 2025 | Election of Directors: William E. Brown Director Elections |
Board | Not determined | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| CENTURY ALUMINUM CO. | June 16, 2025 | Proposal to approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 3 FOR, 2 AGAINST |
| CEVA INC. | May 5, 2025 | Advisory vote to approve named executive officer compensation; Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 5 FOR, 2 AGAINST |
| CG POWER & INDUSTRIAL SOLUTIONS LTD. | July 24, 2024 | Reelect Vellayan Subbiah as Director Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: ALISON C. REED Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: FRANK WITTER Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: GEORGE A. COPE Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: GEORGE D. SCHINDLER Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: GILLES LABBE Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: JACYNTHE COTE Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: KATHY N. WALLER Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: MARY G. POWELL Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: MICHAEL B. PEDERSEN Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: SOPHIE BROCHU Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 29, 2025 | ELECTION OF DIRECTOR: STEPHEN S. POLOZ Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 WITHHOLD |
| CHAMPION IRON LTD. | August 29, 2024 | Approve Omnibus Incentive Plan Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CHAMPION IRON LTD. | August 29, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CHAMPIONX CORP. | June 10, 2025 | Election of Directors: Daniel W. Rabun Director Elections |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 12 funds |
| CHANGE HOLDINGS INC. | June 26, 2025 | Elect Director Fukudome, Hiroshi Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHANGE HOLDINGS INC. | June 26, 2025 | Elect Director and Audit Committee Member Kubo, Takehiko Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| CHARLES SCHWAB CORP. | May 22, 2025 | Advisory approval of named executive officer compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 14 FOR, 8 AGAINST |
| CHARLES SCHWAB CORP. | May 22, 2025 | Election of directors for three-year terms: Arun Sarin Director Elections |
Board | For | FOR 17 funds |
Split 12 FOR, 11 AGAINST |
| CHARLES SCHWAB CORP. | May 22, 2025 | Election of directors for three-year terms: Charles R. Schwab Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 24 funds |
| CHARLES SCHWAB CORP. | May 22, 2025 | Election of directors for three-year terms: Stephen A. Ellis Director Elections |
Board | For | FOR 17 funds |
Split 14 FOR, 9 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 20 funds |
Split 6 FOR, 12 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: John D. Markley, Jr. Director Elections |
Board | For | FOR 20 funds |
Split 11 FOR, 7 AGAINST |
| CHARTER HALL GROUP | November 20, 2024 | Approve Issuance of Performance Rights to David Harrison Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 2 AGAINST |
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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.