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 |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | FOR 14 funds |
Split 12 FOR, 8 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Howard G. Buffett Director Elections |
Board | For | FOR 14 funds |
Split 13 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Kenneth I. Chenault Director Elections |
Board | For | WITHHOLD 14 funds |
Split 10 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Meryl B. Witmer Director Elections |
Board | For | FOR 14 funds |
Split 13 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Stephen B. Burke Director Elections |
Board | For | WITHHOLD 14 funds |
Split 10 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Susan A. Buffett Director Elections |
Board | For | FOR 14 funds |
Split 12 FOR, 8 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Susan L. Decker Director Elections |
Board | For | FOR 14 funds |
Split 11 FOR, 9 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Thomas S. Murphy, Jr. Director Elections |
Board | For | WITHHOLD 14 funds |
Split 10 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 14 funds |
Split 13 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Election of Directors: Warren E. Buffett Director Elections |
Board | For | FOR 14 funds |
Split 20 FOR, 1 WITHHOLD |
| BERKSHIRE HILLS BANCORP INC. | May 21, 2025 | A proposal to approve an amendment to Berkshire's Certificate of Incorporation to increase the number of authorized shares of common stock of the surviving corporation (the "Berkshire Certificate of Incorporation Amendment Proposal"). Capital Structure |
Board | For | FOR 21 funds |
Split 3 FOR, 3 ABSTAIN |
| BERKSHIRE HILLS BANCORP INC. | May 21, 2025 | a proposal to approve the issuance of Berkshire common stock to holders of Brookline Bancorp, Inc. ("Brookline") common stock pursuant to the Agreement and Plan of Merger, dated as of December 16, 2024, by and among Berkshire Hills Bancorp, Inc., Commerce Acquisition Sub, Inc., and Brookline Bancorp, Inc. (the "Merger Agreement") pursuant to which Commerce Acquisition Sub, Inc. will merge with and into Brookline (the "Merger"), with Brookline surviving the Merger, immediately followed by the merger of Brookline with and into Berkshire (the "Holdco Merger"), with Berkshire surviving the Holdco Merger (together with the Merger, the "Mergers") (the "Berkshire Share Issuance Proposal"); Extraordinary Transactions |
Board | For | FOR 21 funds |
Split 3 FOR, 3 ABSTAIN |
| BERRY GLOB | February 5, 2025 | To approve, on an advisory, non-binding basis, our executive compensation. Say-on-Pay |
Board | Not determined | AGAINST 22 funds |
Split 4 FOR, 2 AGAINST |
| BEYOND INC. | May 15, 2025 | Election of Directors: Barclay F. Corbus Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 4 WITHHOLD |
| BEYOND INC. | May 15, 2025 | The approval, on an advisory (non-binding) basis, of the compensation paid by the Company to its named executive officers (the "Say on Pay Vote"). Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 6 FOR, 1 AGAINST |
| BGC GROUP INC. | September 16, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 3 AGAINST |
| BGC GROUP INC. | September 16, 2024 | Election of Directors: Arthur U. Mbanefo Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 3 WITHHOLD |
| BGC GROUP INC. | September 16, 2024 | Election of Directors: David P. Richards Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 3 WITHHOLD |
| BGC GROUP INC. | September 16, 2024 | Election of Directors: Howard W. Lutnick Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 3 WITHHOLD |
| BGC GROUP INC. | September 16, 2024 | Election of Directors: Linda A. Bell Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 3 WITHHOLD |
| BGC GROUP INC. | September 16, 2024 | Election of Directors: William D. Addas Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 3 WITHHOLD |
| BIC CAMERA INC. | November 21, 2024 | Elect Director Akiho, Toru Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BIC CAMERA INC. | November 21, 2024 | Elect Director and Audit Committee Member Kishimoto, Yukiko Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BIC CAMERA INC. | November 21, 2024 | Elect Director and Audit Committee Member Sunayama, Koichi Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| BILL HOLDINGS INC. | December 5, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 5 AGAINST |
| BILL HOLDINGS INC. | December 5, 2024 | To elect the directors listed below: Aida Alvarez Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 5 WITHHOLD |
| BILL HOLDINGS INC. | December 5, 2024 | To elect the directors listed below: Alison Wagonfeld Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 5 WITHHOLD |
| BILL HOLDINGS INC. | December 5, 2024 | To elect the directors listed below: Allison Mnookin Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 5 WITHHOLD |
| BILL HOLDINGS INC. | December 5, 2024 | To elect the directors listed below: Steve Fisher Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 5 WITHHOLD |
| BIO-RAD LABORATORIES INC. | April 22, 2025 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 4 AGAINST |
| BIO-RAD LABORATORIES INC. | April 22, 2025 | Nominees: Melinda Litherland Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 4 AGAINST |
| BIO-TECHNE CORP | October 24, 2024 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
Split 18 FOR, 2 AGAINST |
| BIOGEN INC. | June 17, 2025 | Say on Pay - To hold an advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 8 FOR, 10 AGAINST |
| BIOLIFE SOLUTIONS INC. | August 1, 2024 | Election of Directors: Amy DuRoss Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOLIFE SOLUTIONS INC. | August 1, 2024 | Election of Directors: Joydeep Goswami Director Elections |
Board | For | WITHHOLD 12 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOLIFE SOLUTIONS INC. | August 1, 2024 | Election of Directors: Rachel Ellingson Director Elections |
Board | For | WITHHOLD 12 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOLIFE SOLUTIONS INC. | August 1, 2024 | Election of Directors: Timothy L. Moore Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOMEA FUSION INC. | June 11, 2025 | The election of Bihua Chen, Elizabeth Faust, Ph.D., and Sumita Ray, J.D., as Class I Directors, to serve for a three-year term ending at the Annual Meeting of Stockholders to be held in 2028: Bihua Chen Director Elections |
Board | For | WITHHOLD 2 funds |
Split 4 FOR, 2 WITHHOLD |
| BIOMERIEUX SA | May 15, 2025 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights (Rights Issue) up to Aggregate Nominal Amount of EUR 4,210,280 Capital Structure |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| BKW AG | April 29, 2025 | ELECT LINDA WINTER AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| BKW AG | April 29, 2025 | REAPPOINT ANDREAS RICKENBACHER AS MEMBER OF THE PERSONNEL AND COMPENSATION COMMITTEE Corporate Governance |
Board | For | AGAINST 3 funds |
Split 3 FOR, 3 AGAINST |
| BKW AG | April 29, 2025 | REELECT KURT SCHAER AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| BLACK HILL | April 23, 2025 | Election of Directors: Kathleen S. McAllister Director Elections |
Board | Not determined | FOR 11 funds |
Split 5 FOR, 3 WITHHOLD |
| BLACK HILL | April 23, 2025 | Election of Directors: Robert P. Otto Director Elections |
Board | Not determined | FOR 11 funds |
Split 5 FOR, 3 WITHHOLD |
| BLACKLINE INC. | May 8, 2025 | Election of Directors: Barbara Whye Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 5 WITHHOLD |
| BLACKROCK FINANCE INC. | May 15, 2025 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 7 FOR, 9 AGAINST |
| BLACKROCK INC. | May 15, 2025 | Election of Directors: William E. Ford Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 6 AGAINST |
| BLADE AIR MOBILITY INC. | May 6, 2025 | Elect Class I Directors for terms expiring in 2028: John Borthwick Director Elections |
Board | For | WITHHOLD 13 funds |
Split 5 FOR, 2 WITHHOLD |
| BLINK CHARGING CO. | July 16, 2024 | Approve, on a non-binding advisory basis, the compensation paid to our executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 6 FOR, 2 AGAINST |
| BLOCK INC. | June 17, 2025 | TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 1 fund |
Split 4 FOR, 6 AGAINST |
| BLOCK INC. | June 17, 2025 | TO ELECT THREE CLASS I DIRECTORS TO SERVE UNTIL OUR 2028 ANNUAL MEETING OF STOCKHOLDERS AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED AND QUALIFIED: JACK DORSEY Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 4 WITHHOLD |
| BLOOM ENERGY CORP. | May 14, 2025 | Election of Class I Directors: KR Sridhar Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 4 WITHHOLD |
| BLOOM ENERGY CORP. | May 14, 2025 | Election of Class I Directors: Mary K. Bush Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 4 WITHHOLD |
| BLUE OWL CAPITAL INC. | June 9, 2025 | Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year. Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 1 FOR, 3 AGAINST |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: Elisabeth Leiderman Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 AGAINST |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: John O. Agwunobi Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 AGAINST |
| BML INC. | June 27, 2025 | Elect Director Kondo, Kensuke Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| BML INC. | June 27, 2025 | Elect Director and Audit Committee Member Miyagi, Noriko Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| BNP PARIBAS SA | May 13, 2025 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital Capital Structure |
Board | For | FOR 11 funds |
Split 5 FOR, 4 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: David L. Joyce Director Elections |
Board | For | FOR 11 funds |
Split 11 FOR, 8 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: John M. Richardson Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: Lynn J. Good Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: Lynne M. Doughtie Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: Robert A. Bradway Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | April 24, 2025 | Election of Directors: Steven M. Mollenkopf Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| BOISE CASCADE CO. | May 1, 2025 | Election of Directors: Thomas Carlile Director Elections |
Board | For | Split 18 FOR, 3 AGAINST |
FOR 10 funds |
| BOK FINANC | April 29, 2025 | Election of Directors: David F. Griffin Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Emmet C. Richards Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Joseph W. Craft, III Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Kayse M. Shrum Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Michael C. Turpen Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Rose Washington-Jones Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Stacy C. Kymes Director Elections |
Board | Not determined | WITHHOLD 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Steven Bangert Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANC | April 29, 2025 | Election of Directors: Steven J. Malcolm Director Elections |
Board | Not determined | FOR 21 funds |
Split 1 FOR, 3 WITHHOLD |
| BOLLORE SE | May 21, 2025 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 200 Million Capital Structure |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| BOLLORE SE | May 21, 2025 | Reelect Bollore Participations SE as Director Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| BOLLORE SE | May 21, 2025 | Reelect Chantal Bollore as Director Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| BOLLORE SE | May 21, 2025 | Reelect Sebastien Bollore as Director Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| BOLLORE SE | May 21, 2025 | Reelect Yannick Bollore as Director Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| BOOKING HOLDINGS INC. | June 3, 2025 | Advisory vote to approve 2024 executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
Split 24 FOR, 1 AGAINST |
| BOOKING HOLDINGS INC. | June 3, 2025 | Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 8 funds |
Split 24 FOR, 1 AGAINST |
| BOOZ ALLEN HAMILTON HOLDING CORP. | July 24, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 4 FOR, 1 AGAINST |
| BOOZ ALLEN HAMILTON HOLDING CORP. | July 24, 2024 | Election of Directors: Horacio D. Rozanski Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 1 AGAINST |
| BORGWARNER INC. | April 30, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 25 funds |
Split 11 FOR, 8 AGAINST |
| BORR DRILLING LTD. | August 14, 2024 | Approve Remuneration of Directors in the Aggregate Amount of USD 1.4 Millions Compensation |
Board | For | AGAINST 9 funds |
Split 3 FOR, 2 AGAINST |
| BORR DRILLING LTD. | August 14, 2024 | Reelect Tor Olav Troim as Director Director Elections |
Board | For | FOR 9 funds |
Split 2 FOR, 3 AGAINST |
| BORR DRILLING LTD. | May 21, 2025 | Reelect Tor Olav Troim as Director Director Elections |
Board | For | FOR 3 funds |
Split 2 FOR, 3 AGAINST |
| BOSS ENERGY LTD. | November 20, 2024 | Approve Issuance of Performance Rights to Duncan Craib Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BOSS ENERGY LTD. | November 20, 2024 | Approve One-Off Award of Performance Rights to Duncan Craib Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BOSS ENERGY LTD. | November 20, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BOSS ENERGY LTD. | November 20, 2024 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Compensation |
Board | None | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BOSTON BEER COMPANY INC. | May 14, 2025 | Election of Directors: Cynthia L. Swanson Director Elections |
Board | For | WITHHOLD 19 funds |
Split 3 FOR, 6 WITHHOLD |
| BOSTON BEER COMPANY INC. | May 14, 2025 | Election of Directors: Joseph H. Jordan Director Elections |
Board | For | FOR 19 funds |
Split 8 FOR, 2 WITHHOLD |
| BOSTON BEER COMPANY INC. | May 14, 2025 | Election of Directors: Meghan V. Joyce Director Elections |
Board | For | WITHHOLD 19 funds |
Split 1 FOR, 9 WITHHOLD |
| BOSTON OMAHA CORP. | September 20, 2024 | Election of Directors (other than the Class B common stock Director): Brendan J. Keating Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 2 WITHHOLD |
| BOSTON SCIENTIFIC CORP. | May 1, 2025 | Proposal to elect ten Directors: David C. Habiger Director Elections |
Board | For | FOR 18 funds |
Split 20 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORP. | May 1, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
Split 21 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORP. | May 1, 2025 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2025 fiscal year. Audit-related |
Board | For | FOR 18 funds |
Split 21 FOR, 1 AGAINST |
| BOUYGUES SA | April 29, 2025 | Authorize Capitalization of Reserves of Up to EUR 6 Billion for Bonus Issue or Increase in Par Value Capital Structure |
Board | For | FOR 13 funds |
Split 3 FOR, 3 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.