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
150 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 |
|---|---|---|---|---|---|---|
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 21 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 21 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 7 FOR, 13 AGAINST |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
Split 9 FOR, 7 AGAINST |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
AGAINST 24 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
Split 12 FOR, 10 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
Split 12 FOR, 10 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 2 FOR, 21 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 2 FOR, 21 AGAINST |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to modify existing reporting on workforce data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 10 FOR, 18 AGAINST |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 7 FOR, 10 AGAINST |
| ORACLE CORP. | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 25 AGAINST |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 8 FOR, 8 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 20 AGAINST |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 9 FOR, 12 AGAINST |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
Split 1 FOR, 22 AGAINST |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 22 AGAINST |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 FOR, 21 AGAINST |
| PLANET FITNESS INC. | May 6, 2025 | Stockholder proposal regarding EEO-1 report disclosure policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | AGAINST 13 funds |
Split 6 FOR, 3 AGAINST |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 13 AGAINST |
Split 11 FOR, 12 AGAINST |
| PULTEGROUP INC. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
AGAINST 18 funds |
| QUALCOMM INC. | March 18, 2025 | Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 25 AGAINST |
| SKYWEST INC. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 3 FOR, 3 AGAINST |
| SKYWORKS SOLUTIONS INC. | May 14, 2025 | To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
Split 8 FOR, 11 AGAINST |
| SMITH & WESSON BRANDS INC. | September 17, 2024 | A stockholder proposal (human rights impact assessment); Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 2 FOR, 5 AGAINST |
| SONOCO PRODUCTS CO. | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 18 AGAINST |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 6 FOR, 12 AGAINST |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 23 AGAINST |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 12 FOR, 11 AGAINST |
| SYSCO CORP. | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 15 AGAINST |
Split 10 FOR, 11 AGAINST |
| TARGET CORP. | June 11, 2025 | Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 19 AGAINST |
| TERADYNE | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues |
Shareholder (E&S) | Not determined | Split 3 FOR, 11 AGAINST |
Split 11 FOR, 10 AGAINST |
| TEXAS ROADHOUSE INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 4 FOR, 2 AGAINST |
| THE TIMKEN COMPANY | May 2, 2025 | Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 16 AGAINST |
AGAINST 9 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 17 AGAINST |
Split 1 FOR, 19 AGAINST |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
AGAINST 10 funds |
| THE WENDY'S COMPANY | May 21, 2025 | Stockholder proposal regarding single-use plastics, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
AGAINST 10 funds |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 23 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Climate lobbying alignment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 19 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Discrimination in advertising services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 20 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Lead-sheathed cable report Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 16 AGAINST |
Split 20 AGAINST, 1 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 3 FOR, 24 AGAINST, 1 ABSTAIN |
| WALMART INC. | June 5, 2025 | Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 21 AGAINST |
| WALMART INC. | June 5, 2025 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 FOR, 20 AGAINST |
| WALMART INC. | June 5, 2025 | Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 6 AGAINST |
Split 1 FOR, 21 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 7 FOR, 8 AGAINST |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 15 AGAINST |
Split 7 FOR, 8 AGAINST |
| WOLVERINE WORLD WIDE INC. | May 1, 2025 | Shareholder proposal regarding greenhouse gas emissions disclosures and targets. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 9 AGAINST |
Split 7 AGAINST, 1 ABSTAIN |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 23 AGAINST |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 23 AGAINST |
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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.