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Dimensional vs Equitable: how alike they voted, 2024-2025

94.5% When both took a single position, they voted the same way on 94.5% of 54,510 items (51,510 the same, 3,000 different). 5,305 items where at least one of them split its funds are listed separately below. Both voted on 59,815 items in all.

Dimensional 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 59,81551,5103,000 5,30594.5%91.1%
Board proposals 51,36243,8422,826 4,69493.9%90.5%
E&S shareholder proposals 2561060 150100.0%83.2%
Other items 8,1977,562174 46197.8%95.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

8,305 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalEquitable
ENTAIN PLC April 23, 2025 Authorise Issue of Equity without Pre-emptive Rights
Capital Structure
Board For FOR
12 funds
Split
5 FOR, 4 AGAINST, 1 ABSTAIN
ENTAIN PLC April 23, 2025 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
Capital Structure
Board For FOR
12 funds
Split
6 FOR, 4 AGAINST
ENTEGRIS INC. April 23, 2025 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).
Say-on-Pay
Board For AGAINST
17 funds
Split
2 FOR, 4 AGAINST
ENTERPRISE BANCORP INC. April 3, 2025 To approve the Agreement and Plan of Merger, dated as of December 8, 2024 (the "merger agreement"), by and among Independent Bank Corp. ("Independent"), Rockland Trust Company, Enterprise Bancorp, Inc. ("Enterprise"), and Enterprise Bank and Trust Company, and to approve the transactions contemplated by the merger agreement, including the merger of Enterprise with and into Independent (the "merger," with such proposal, the "Enterprise merger proposal").
Extraordinary Transactions
Board For FOR
19 funds
Split
4 FOR, 2 ABSTAIN
ENTERPRISE BANCORP INC. April 3, 2025 To approve, on a non-binding, advisory basis, the compensation payable to the named executive officers of Enterprise in connection with the merger (the "Enterprise compensation proposal").
Say-on-Pay
Board For AGAINST
20 funds
Split
4 FOR, 2 AGAINST
ENTRADA THERAPEUTICS INC. June 11, 2025 Election of Directors: Kush M. Parmar, M.D., Ph.D.
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 2 WITHHOLD
ENVESTNET INC. September 24, 2024 To adopt the Agreement and Plan of Merger, dated as of July 11, 2024 (as it may be amended from time to time, the "Merger Agreement"), by and among BCPE Pequod Buyer, Inc. ("Parent"), BCPE Pequod Merger Sub, Inc., a direct, wholly-owned subsidiary of Parent ("Merger Sub"), and Envestnet, pursuant to which Merger Sub will merge with and into Envestnet (the "Merger"), with Envestnet surviving the Merger and becoming a wholly owned subsidiary of Parent, and to approve the Merger (the "Merger Proposal").
Extraordinary Transactions
Board For FOR
14 funds
Split
4 FOR, 5 ABSTAIN
ENVISTA HOLDINGS CORP. June 10, 2025 To approve an amendment to Envista's 2019 Omnibus Incentive Plan, as amended.
Compensation
Board For FOR
5 funds
Split
9 FOR, 1 AGAINST
EOG RESOUR May 21, 2025 To approve, by non-binding vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board Not determined FOR
18 funds
Split
20 FOR, 1 AGAINST
EOG RESOUR May 21, 2025 To ratify the appointment by the Audit Committee of the Board of Directors of Deloitte & Touche LLP, independent registered public accounting firm, as auditors for the Company for the year ending December 31, 2025.
Audit-related
Board Not determined FOR
17 funds
Split
20 FOR, 1 AGAINST
EQT CORP. July 18, 2024 a proposal to approve an amendment to the Restated Articles of Incorporation of EQT (the "EQT Articles") to increase the authorized number of shares of EQT common stock from 640,000,000 shares to 1,280,000,000 shares (the "Articles Amendment Proposal"); and
Capital Structure
Board For FOR
14 funds
Split
11 FOR, 8 ABSTAIN
EQT CORP. July 18, 2024 a proposal to approve the issuance of shares of common stock, no par value, of EQT ("EQT common stock") to the holders of common stock, no par value, of Equitrans Midstream Corporation ("Equitrans") pursuant to the Agreement and Plan of Merger, dated as of March 10, 2024 (as it may be amended from time to time, the "Merger Agreement"), by and among EQT, Humpty Merger Sub Inc., an indirect wholly owned subsidiary of EQT ("Merger Sub"), Humpty Merger Sub LLC, an indirect wholly owned subsidiary of EQT ("LLC Sub"), and Equitrans, a copy of which is attached as Annex A to the joint proxy statement/prospectus of which this notice is a part (the "Share Issuance Proposal" and such issuance of shares, the "Share Issuance");
Extraordinary Transactions
Board For FOR
14 funds
Split
11 FOR, 8 ABSTAIN
EQT CORP. April 16, 2025 Election of 10 Directors: John F. McCartney
Director Elections
Board For FOR
15 funds
Split
17 FOR, 6 AGAINST
EQUATORIAL SA April 30, 2025 Percentage of Votes to Be Assigned - Elect Eduardo Parente Menezes as Independent Director
Director Elections
Board None FOR
3 funds
Split
1 FOR, 1 ABSTAIN
EQUINIX INC. May 21, 2025 Approval of an amendment to the Equinix, Inc. 2020 Equity Incentive Plan to increase the number of plan shares reserved for issuance by 3.3 million shares
Corporate Governance
Board For AGAINST
5 funds
Split
22 FOR, 2 AGAINST
EQUINIX INC. May 21, 2025 Approval, by a non-binding advisory vote, of the compensation of our named executive officers
Say-on-Pay
Board For FOR
6 funds
Split
13 FOR, 10 AGAINST
EQUINOR ASA May 14, 2025 APPROVE REMUNERATION STATEMENT
Say-on-Pay
Board For AGAINST
14 funds
Split
7 FOR, 1 AGAINST
EQUINOR ASA May 14, 2025 AUTHORIZE SHARE REPURCHASE PROGRAM IN CONNECTION WITH EMPLOYEE REMUNERATION PROGRAMS
Compensation
Board For AGAINST
14 funds
Split
7 FOR, 1 AGAINST
EQUITRANS MIDSTREAM CORP. July 18, 2024 Adoption of the Agreement and Plan of Merger, dated as of March 10, 2024 (as it may be amended from time to time, the "Merger Agreement"), a copy of which is attached as Annex A to the joint proxy statement/prospectus, among Equitrans Midstream Corporation (the "Company"), EQT Corporation ("EQT"), Humpty Merger Sub Inc., an indirect wholly owned subsidiary of EQT ("Merger Sub"), and Humpty Merger Sub LLC, an indirect wholly owned subsidiary of EQT ("LLC Sub").
Extraordinary Transactions
Board For FOR
10 funds
Split
6 FOR, 4 ABSTAIN
EQUITY RESIDENTIAL June 26, 2025 Approval of Executive Compensation.
Say-on-Pay
Board For FOR
2 funds
Split
21 FOR, 1 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Linda Walker Bynoe
Director Elections
Board For FOR
1 fund
Split
13 FOR, 8 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Mark S. Shapiro
Director Elections
Board For FOR
1 fund
Split
13 FOR, 8 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Mary Kay Haben
Director Elections
Board For FOR
1 fund
Split
13 FOR, 8 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Nina P. Jones
Director Elections
Board For FOR
1 fund
Split
13 FOR, 8 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Election of Trustees: Tahsinul Zia Huque
Director Elections
Board For FOR
1 fund
Split
13 FOR, 8 AGAINST
EQUITY RESIDENTIAL June 26, 2025 Ratification of the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for 2025.
Audit-related
Board For FOR
1 fund
Split
21 FOR, 1 AGAINST
ESCALADE INC. May 6, 2025 Election of Directors: Edward E. Williams
Director Elections
Board For FOR
19 funds
Split
2 FOR, 4 WITHHOLD
ESCO TECHNOLOGIES INC. February 4, 2025 Election of Directors: Gloria L. Valdez
Director Elections
Board For FOR
22 funds
Split
4 FOR, 2 WITHHOLD
ESSENT GROUP LTD. May 7, 2025 ELECTION OF DIRECTORS: Class II Director: Angela L. Heise
Director Elections
Board For FOR
20 funds
Split
4 FOR, 4 WITHHOLD
ESSENTIAL UTILITIES INC. May 7, 2025 To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.
Say-on-Pay
Board For AGAINST
14 funds
Split
4 FOR, 4 AGAINST
ESSEX PROPERTY TRUST INC. May 13, 2025 Advisory vote to approve the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
6 funds
Split
18 FOR, 2 AGAINST
ESSEX PROPERTY TRUST INC. May 13, 2025 Election of Directors: Keith R. Guericke
Director Elections
Board For AGAINST
5 funds
Split
15 FOR, 5 AGAINST
ESSEX PROPERTY TRUST INC. May 13, 2025 Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2025.
Audit-related
Board For FOR
5 funds
Split
19 FOR, 1 AGAINST
ESSILORLUXOTTICA SA April 30, 2025 Approve Compensation Report of Corporate Officers
Compensation
Board For AGAINST
7 funds
Split
5 FOR, 5 AGAINST
ESSILORLUXOTTICA SA April 30, 2025 Approve Compensation of Francesco Milleri, Chairman and CEO
Compensation
Board For AGAINST
7 funds
Split
7 FOR, 4 AGAINST
ESSILORLUXOTTICA SA April 30, 2025 Approve Compensation of Paul du Saillant, Vice-CEO
Compensation
Board For AGAINST
7 funds
Split
7 FOR, 4 AGAINST
ESSILORLUXOTTICA SA April 30, 2025 Approve Remuneration Policy of Chairman and CEO
Compensation
Board For AGAINST
7 funds
Split
5 FOR, 5 AGAINST
ESSILORLUXOTTICA SA April 30, 2025 Approve Remuneration Policy of Vice-CEO
Compensation
Board For AGAINST
7 funds
Split
5 FOR, 5 AGAINST
ESTEE LAUDER COMPANIES INC. November 8, 2024 Advisory vote to approve executive compensation.
Say-on-Pay
Board For AGAINST
11 funds
Split
7 FOR, 14 AGAINST
ESTEE LAUDER COMPANIES INC. November 8, 2024 Approval of The Estee Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan.
Compensation
Board For AGAINST
10 funds
Split
20 FOR, 2 AGAINST
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Arturo Nunez
Director Elections
Board For WITHHOLD
10 funds
Split
12 FOR, 9 WITHHOLD
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Barry S. Sternlicht
Director Elections
Board For WITHHOLD
10 funds
Split
7 FOR, 14 WITHHOLD
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Jennifer Hyman
Director Elections
Board For WITHHOLD
10 funds
Split
4 FOR, 18 WITHHOLD
ESTEE LAUDER COMPANIES INC. November 8, 2024 Election of four (4) Class I Directors: Paul J. Fribourg
Director Elections
Board For WITHHOLD
10 funds
Split
12 FOR, 9 WITHHOLD
EURAZEO SE May 7, 2025 Approve Compensation Report of Corporate Officers
Compensation
Board For AGAINST
5 funds
Split
3 FOR, 3 AGAINST
EURAZEO SE May 7, 2025 Approve Remuneration Policy of Management Board Members
Compensation
Board For AGAINST
5 funds
Split
3 FOR, 3 AGAINST
EURAZEO SE May 7, 2025 Reelect JCDecaux Holding SAS as Supervisory Board Member
Director Elections
Board For AGAINST
5 funds
Split
3 FOR, 3 AGAINST
EURAZEO SE May 7, 2025 Reelect Olivier Merveilleux as Supervisory Board Member
Director Elections
Board For AGAINST
5 funds
Split
3 FOR, 3 AGAINST
EUROFINS SCIENTIFIC SE April 24, 2025 APPROVE REMUNERATION POLICY
Say-on-Pay
Board For AGAINST
8 funds
Split
1 FOR, 7 AGAINST
EUROFINS SCIENTIFIC SE April 24, 2025 APPROVE REMUNERATION REPORT
Say-on-Pay
Board For AGAINST
8 funds
Split
3 FOR, 3 AGAINST
EUROFINS SCIENTIFIC SE April 24, 2025 REELECT ERICA MONFARDINI AS NON-EXECUTIVE DIRECTOR
Director Elections
Board For AGAINST
8 funds
Split
4 FOR, 3 AGAINST
EUROFINS SCIENTIFIC SE April 24, 2025 REELECT IVO RAUH NON-EXECUTIVE AS DIRECTOR
Director Elections
Board For AGAINST
8 funds
Split
1 FOR, 6 AGAINST
EURONET WO May 14, 2025 Election of Class I Directors: Michael J. Brown
Director Elections
Board Not determined FOR
16 funds
Split
2 FOR, 4 WITHHOLD
EURONEXT NV May 15, 2025 Approve Remuneration Report
Compensation
Board For AGAINST
8 funds
Split
1 FOR, 7 AGAINST
EURONEXT NV May 15, 2025 Reelect Piero Novelli to Supervisory Board
Director Elections
Board For FOR
8 funds
Split
1 FOR, 7 AGAINST
EVENTBRITE INC. June 5, 2025 To elect Jane Lauder and April Underwood as Class I directors to serve until the 2028 annual meeting of shareholders and until their successors are duly elected and qualified, subject to their earlier resignation or removal: Jane Lauder
Director Elections
Board For WITHHOLD
8 funds
Split
4 FOR, 2 WITHHOLD
EVEREST GROUP LTD. May 14, 2025 Election of Directors for a term to end in 2026: John J. Amore
Director Elections
Board For FOR
21 funds
Split
22 FOR, 1 AGAINST
EVERGY INC. May 6, 2025 Approve the 2024 compensation of our named executive officers on an advisory non-binding basis.
Say-on-Pay
Board For FOR
11 funds
Split
20 FOR, 1 AGAINST
EVERI HOLDINGS INC. May 21, 2025 Election of three Class II Directors: Debra L. Nutton
Director Elections
Board For FOR
8 funds
Split
5 FOR, 2 WITHHOLD
EVERI HOLDINGS INC. May 21, 2025 Election of three Class II Directors: Geoffrey P. Judge
Director Elections
Board For FOR
8 funds
Split
5 FOR, 2 WITHHOLD
EVERI HOLDINGS INC. May 21, 2025 Election of three Class II Directors: Michael D. Rumbolz
Director Elections
Board For FOR
8 funds
Split
5 FOR, 2 WITHHOLD
EVERQUOTE INC. June 5, 2025 Election Of Directors: George Neble
Director Elections
Board For WITHHOLD
6 funds
Split
4 FOR, 2 WITHHOLD
EVERQUOTE INC. June 5, 2025 Election Of Directors: John Shields
Director Elections
Board For WITHHOLD
6 funds
Split
4 FOR, 2 WITHHOLD
EVERQUOTE INC. June 5, 2025 Election Of Directors: Mira Wilczek
Director Elections
Board For WITHHOLD
6 funds
Split
4 FOR, 2 WITHHOLD
EVERQUOTE INC. June 5, 2025 Election Of Directors: Paul Deninger
Director Elections
Board For WITHHOLD
6 funds
Split
4 FOR, 2 WITHHOLD
EVERQUOTE INC. June 5, 2025 Election Of Directors: Sanju Bansal
Director Elections
Board For WITHHOLD
6 funds
Split
4 FOR, 2 WITHHOLD
EVERSOURCE ENERGY May 1, 2025 Consider an advisory proposal approving the compensation of our Named Executive Officers.
Say-on-Pay
Board For AGAINST
13 funds
Split
10 FOR, 10 AGAINST
EVERSOURCE ENERGY May 1, 2025 Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2025.
Audit-related
Board For FOR
12 funds
Split
20 FOR, 1 AGAINST
EVERSPIN TECHNOLOGIES INC. May 22, 2025 Election of Directors: Lawrence G. Finch
Director Elections
Board For FOR
12 funds
Split
2 FOR, 6 WITHHOLD
EVERSPIN TECHNOLOGIES INC. May 22, 2025 Election of Directors: Tara Long
Director Elections
Board For WITHHOLD
12 funds
Split
6 FOR, 2 WITHHOLD
EVERSPIN TECHNOLOGIES INC. May 22, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
13 funds
Split
6 FOR, 2 AGAINST
EVOLENT HEALTH INC. June 5, 2025 Proposal to approve an amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
Compensation
Board For FOR
11 funds
Split
7 FOR, 1 AGAINST
EXCELERATE ENERGY INC. June 11, 2025 Election of Directors: Paul T. Hanrahan
Director Elections
Board For FOR
2 funds
Split
3 FOR, 4 WITHHOLD
EXCELERATE ENERGY INC. June 11, 2025 Election of Directors: Robert A. Waldo
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 3 WITHHOLD
EXCELERATE ENERGY INC. June 11, 2025 Election of Directors: Tyler D. Todd
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 3 WITHHOLD
EXEDY CORP. June 25, 2025 Elect Director Yoshinaga, Tetsuya
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
EXELON CORP. April 29, 2025 Advisory vote to approve the compensation paid to Exelon's named executive officers.
Say-on-Pay
Board For FOR
14 funds
Split
21 FOR, 1 AGAINST
EXELON CORP. April 29, 2025 Ratification of PricewaterhouseCoopers LLP as Exelon's Independent Auditor for 2025.
Audit-related
Board For FOR
13 funds
Split
21 FOR, 1 AGAINST
EXEO GROUP INC. June 25, 2025 Elect Director Kajimura, Keigo
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
EXP WORLD HOLDINGS INC. April 25, 2025 Election of Directors: Randall Miles
Director Elections
Board For FOR
9 funds
Split
3 FOR, 3 AGAINST
EXPAND ENERGY CORP. June 5, 2025 Election of Directors: Matthew M. Gallagher
Director Elections
Board For FOR
9 funds
Split
21 FOR, 1 AGAINST
EXPEDIA GROUP INC. June 3, 2025 Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.
Say-on-Pay
Board For AGAINST
10 funds
Split
6 FOR, 11 AGAINST
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Alex von Furstenberg
Director Elections
Board For WITHHOLD
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Alexandr Wang*
Director Elections
Board For FOR
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Barry Diller
Director Elections
Board For WITHHOLD
9 funds
Split
8 FOR, 9 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Beverly Anderson
Director Elections
Board For WITHHOLD
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Chelsea Clinton
Director Elections
Board For WITHHOLD
9 funds
Split
8 FOR, 9 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Craig Jacobson
Director Elections
Board For WITHHOLD
9 funds
Split
2 FOR, 16 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Dara Khosrowshahi
Director Elections
Board For WITHHOLD
9 funds
Split
5 FOR, 13 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Henrique Dubugras
Director Elections
Board For FOR
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: M. Moina Banerjee*
Director Elections
Board For FOR
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDIA GROUP INC. June 3, 2025 Election of Directors: Patricia Menendez Cambo*
Director Elections
Board For WITHHOLD
9 funds
Split
9 FOR, 8 WITHHOLD
EXPEDITORS INT'L OF WASHINGTON INC. May 6, 2025 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For FOR
18 funds
Split
22 FOR, 1 AGAINST
EXPEDITORS INT'L OF WASHINGTON INC. May 6, 2025 Ratification of Independent Registered Public Accounting Firm.
Audit-related
Board For FOR
17 funds
Split
22 FOR, 1 AGAINST
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 6, 2025 Election of Directors: Brandon S. Pedersen
Director Elections
Board For AGAINST
17 funds
Split
9 FOR, 13 AGAINST
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 6, 2025 Election of Directors: James M. DuBois
Director Elections
Board For AGAINST
17 funds
Split
21 FOR, 2 AGAINST
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 6, 2025 Election of Directors: Olivia D. Polius
Director Elections
Board For AGAINST
17 funds
Split
21 FOR, 2 AGAINST
EYEPOINT PHARMACEUTICALS INC. June 18, 2025 To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the accompanying proxy statement.
Say-on-Pay
Board For AGAINST
1 fund
Split
5 FOR, 2 AGAINST
EZAKI GLICO CO. LTD. March 25, 2025 Elect Director Ezaki, Etsuro
Director Elections
Board For FOR
2 funds
Split
2 FOR, 1 AGAINST
EZAKI GLICO CO. LTD. March 25, 2025 Elect Director Hara, Joji
Director Elections
Board For FOR
2 funds
Split
2 FOR, 1 AGAINST

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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.