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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Equitable |
|---|---|---|---|---|---|---|
| FABRINET | December 12, 2024 | Election of Directors: Dr. Frank H. Levinson Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 6 WITHHOLD |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 23 FOR, 1 AGAINST |
| FAIR ISAAC CORP. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
Split 24 FOR, 1 AGAINST |
| FAIR ISAAC CORP. | March 5, 2025 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending September 30, 2025. Audit-related |
Board | For | FOR 13 funds |
Split 24 FOR, 1 AGAINST |
| FAIRFAX FINANCIAL HOLDINGS LTD | April 10, 2025 | ELECTION OF DIRECTOR: V. PREM WATSA Director Elections |
Board | For | Split 9 FOR, 1 AGAINST |
FOR 2 funds |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: Bradley L. Radoff Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 WITHHOLD |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: David A. Pace Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 1 WITHHOLD |
| FARMERS & MERCHANTS BANCORP INC. | April 14, 2025 | Election of Directors: Kevin J. Sauder Director Elections |
Board | For | FOR 18 funds |
Split 2 FOR, 4 WITHHOLD |
| FARMERS NATIONAL BANC CORP. | April 17, 2025 | To elect three Class III directors to serve for terms of three years to expire at the Annual Meeting of Shareholders to be held in 2028: Carl D. Culp Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FARMLAND PARTNERS INC. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 2 FOR, 4 AGAINST |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000. Compensation |
Board | For | AGAINST 18 funds |
Split 4 FOR, 2 AGAINST |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Election of Directors: Moonhie Chin Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 2 WITHHOLD |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Election of Directors: Yuval Wasserman Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 2 WITHHOLD |
| FAST RETAILING CO. LTD. | November 28, 2024 | Appoint Statutory Auditor Kaneko, Keiko Compensation |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FAST RETAILING CO. LTD. | November 28, 2024 | Elect Director Hattori, Nobumichi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FAST RETAILING CO. LTD. | November 28, 2024 | Elect Director Shintaku, Masaaki Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FAST RETAILING CO. LTD. | November 28, 2024 | Elect Director Yanai, Tadashi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FASTENAL CO. | April 24, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 22 FOR, 1 AGAINST |
| FASTENAL CO. | April 24, 2025 | Election of Directors: Michael J. Ancius Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| FASTLY INC. | June 11, 2025 | To elect each of the Board's three nominees for director named in the accompanying proxy statement, to serve as a Class III member of the Board of Directors until the 2028 annual meeting of stockholders: Artur Bergman Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 4 WITHHOLD |
| FATE THERAPEUTICS INC. | May 29, 2025 | Election of Class III Directors: Dr. Shefali Agarwal Director Elections |
Board | For | FOR 6 funds |
Split 3 FOR, 3 WITHHOLD |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 6 funds |
Split 3 FOR, 3 AGAINST |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| FEDEX CORP. | September 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 20 FOR, 1 AGAINST |
| FEDEX CORP. | September 23, 2024 | Election of Directors: FREDERICK W. SMITH Director Elections |
Board | For | FOR 17 funds |
Split 20 FOR, 1 AGAINST |
| FEDEX CORP. | September 23, 2024 | Election of Directors: SILVIA DAVILA Director Elections |
Board | For | FOR 17 funds |
Split 20 FOR, 1 AGAINST |
| FEDEX CORP. | September 23, 2024 | Ratify the appointment of Ernst & Young LLP as FedEx's independent registered public accounting firm for fiscal year 2025. Audit-related |
Board | For | FOR 17 funds |
Split 20 FOR, 1 AGAINST |
| FERRARI NV | April 16, 2025 | Reelect Delphine Arnault as Non-Executive Director Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 8 AGAINST |
| FERRARI NV | April 16, 2025 | Reelect Eduardo H. Cue as Non-Executive Director Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 8 AGAINST |
| FERRARI NV | April 16, 2025 | Reelect John Elkann as Executive Director Director Elections |
Board | For | AGAINST 10 funds |
Split 8 FOR, 2 AGAINST |
| FERRARI NV | April 16, 2025 | Reelect Piero Ferrari as Non-Executive Director Director Elections |
Board | For | AGAINST 10 funds |
Split 8 FOR, 2 AGAINST |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 12, 2025 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 3 funds |
Split 21 FOR, 1 AGAINST |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 2 FOR, 4 AGAINST |
| FIGS INC. | June 4, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 4 FOR, 2 AGAINST |
| FIGS INC. | June 4, 2025 | Election of Directors: Mario Marte Director Elections |
Board | For | WITHHOLD 11 funds |
Split 4 FOR, 2 WITHHOLD |
| FIGS INC. | June 4, 2025 | Election of Directors: Sheila Antrum Director Elections |
Board | For | WITHHOLD 11 funds |
Split 4 FOR, 2 WITHHOLD |
| FINANCIAL INSTITUTIONS INC. | May 28, 2025 | Election of Directors: Kim E. VanGelder Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Mark C. Oman Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Reginald H. Gilyard Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| FIRST BANCORP | May 21, 2025 | Election of Directors: Roberto R. Herencia Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 4 AGAINST |
| FIRST BANCSHARES INC. | October 22, 2024 | A proposal to approve, on an advisory (non-binding) basis, specified compensation that may become payable to the named executive officers of The First Bancshares, Inc. in connection with the merger. Say-on-Pay |
Board | For | AGAINST 22 funds |
Split 4 FOR, 2 AGAINST |
| FIRST BUSEY CORP. | December 20, 2024 | A proposal to approve the merger agreement and the issuance of Busey common stock to holders of CrossFirst common stock pursuant to the merger agreement (including for purposes of complying with Nasdaq Listing Rule 5635(a), which requires approval of the issuance of shares of Busey common stock in an amount that exceeds 20% of the currently outstanding shares of Busey common stock) (the "Busey merger proposal"). Extraordinary Transactions |
Board | For | FOR 21 funds |
Split 4 FOR, 3 ABSTAIN |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: David G. Leitch Director Elections |
Board | For | WITHHOLD 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Dr. Eugene Flood, Jr. Director Elections |
Board | For | FOR 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Ellen R. Alemany Director Elections |
Board | For | FOR 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Hope H. Bryant Director Elections |
Board | For | FOR 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Peter M. Bristow Director Elections |
Board | For | FOR 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Robert E. Mason IV Director Elections |
Board | For | WITHHOLD 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Robert R. Hoppe Director Elections |
Board | For | FOR 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Robert T. Newcomb Director Elections |
Board | For | WITHHOLD 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | April 29, 2025 | Election of 11 directors for one-year terms: Victor E. Bell III Director Elections |
Board | For | WITHHOLD 17 funds |
Split 2 FOR, 3 WITHHOLD |
| FIRST COMMUNITY BANKSHARES INC. | April 22, 2025 | Election of Directors: Beth A. Taylor Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST COMMUNITY BANKSHARES INC. | April 22, 2025 | Election of Directors: Richard S. Johnson Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST COMMUNITY BANKSHARES INC. | April 22, 2025 | Election of Directors: Samuel L. Elmore Director Elections |
Board | For | WITHHOLD 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST FINANCIAL CORP. | April 16, 2025 | Election of Directors: Curtis Brighton Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 16, 2025 | Election of Directors: Michael A. Carty Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 16, 2025 | Election of Directors: Ronald K. Rich Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 16, 2025 | Election of Directors: Tina J. Maher Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 16, 2025 | Election of Directors: William R. Krieble Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FOUNDATION INC. | September 30, 2024 | To approve and adopt an amendment to the Company's Certificate of Incorporation, as amended, to increase the number of authorized shares of common stock from 100,000,000 shares to 200,000,000 shares. Capital Structure |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| FIRST FOUNDATION INC. | September 30, 2024 | To approve the issuance of shares of common stock in connection with the July 2024 Capital Raise (as defined in the accompanying proxy statement) pursuant to New York Stock Exchange listing rules. Capital Structure |
Board | For | FOR 14 funds |
Split 5 FOR, 2 AGAINST |
| FIRST FOUNDATION INC. | May 29, 2025 | Election of Directors: Jacob P. Soneshine, J.D., CFA Director Elections |
Board | For | FOR 9 funds |
Split 6 FOR, 2 AGAINST |
| FIRST HAWAIIAN INC. | April 22, 2025 | Approval of the First Hawaiian, Inc 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 21 funds |
Split 4 FOR, 1 AGAINST |
| FIRST INTERSTATE BANCSYSTEM INC. | May 20, 2025 | Election of Class I Director Nominees: Stephen M. Lacy Director Elections |
Board | For | FOR 21 funds |
Split 6 FOR, 1 AGAINST |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: Gisele A. Marcus Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: James E. Zimmer Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST MID BANCSHARES INC. | April 30, 2025 | Election of Directors: Robert S. Cook Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST QUANTUM MINERALS LTD | May 8, 2025 | ELECTION OF DIRECTOR: ALISON C. BECKETT Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD | May 8, 2025 | ELECTION OF DIRECTOR: GEOFF CHATER Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 8, 2025 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST |
| FIRST QUANTUM MINERALS LTD. | May 8, 2025 | Elect Director C. Kevin McArthur Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST WATCH RESTAURANT GROUP INC. | May 21, 2025 | Election of Directors: Jostein Solheim Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| FIRST WATCH RESTAURANT GROUP INC. | May 21, 2025 | Election of Directors: Stephanie Lilak Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| FIRST WATCH RESTAURANT GROUP INC. | May 21, 2025 | Election of Directors: William Kussell Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Election of Directors: David R. Duncan Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Election of Directors: Joseph C. Zimlich Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Election of Directors: Julie A. Caponi Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | Election of Directors: Patrick H. Hamill Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 5 AGAINST |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Marthea Davis Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 5 AGAINST |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Paula K. Garrett Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 5 AGAINST |
| FIRSTENERG | May 21, 2025 | Election of Directors: Paul Kaleta Director Elections |
Board | Not determined | FOR 9 funds |
Split 14 FOR, 3 AGAINST |
| FISERV INC. | May 14, 2025 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | FOR 19 funds |
Split 24 FOR, 1 AGAINST |
| FISERV INC. | May 14, 2025 | To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2025. Audit-related |
Board | For | FOR 18 funds |
Split 24 FOR, 1 AGAINST |
| FISHER & PAYKEL HEALTHCARE CORPORATION LTD. | August 28, 2024 | Elect Graham McLean as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 4 AGAINST |
| FIVE BELOW | June 12, 2025 | Election of Directors: Ronald L. Sargent Director Elections |
Board | Not determined | FOR 2 funds |
Split 2 FOR, 6 AGAINST |
| FIVE9 INC. | May 21, 2025 | Election of the three (3) members of the Board of Directors identified in Proposal No. 1 to serve as Class II directors until the Company's 2028 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Sue Barsamian Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 4 WITHHOLD |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 4 FOR, 3 AGAINST |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Allen C. Puwalski Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 AGAINST |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 3 AGAINST |
| FLUOR CORP. | April 30, 2025 | Election of Directors: H. Paulett Eberhart Director Elections |
Board | For | FOR 15 funds |
Split 12 FOR, 1 AGAINST |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): Alfred A. DelliBovi Director Elections |
Board | For | AGAINST 11 funds |
Split 6 FOR, 2 AGAINST |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): James D. Bennett Director Elections |
Board | For | AGAINST 11 funds |
Split 6 FOR, 2 AGAINST |
| FMC CORP. | April 29, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 5 FOR, 11 AGAINST |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Alexandra Ford English Director Elections |
Board | For | FOR 18 funds |
Split 8 FOR, 7 AGAINST |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Beth E. Mooney Director Elections |
Board | For | FOR 18 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Henry Ford III Director Elections |
Board | For | FOR 18 funds |
Split 8 FOR, 7 AGAINST |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John B. Veihmeyer Director Elections |
Board | For | FOR 18 funds |
Split 7 FOR, 8 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.