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 |
|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Election of Directors: Eric Woersching Director Elections |
Board | For | FOR 6 funds |
Split 10 FOR, 8 WITHHOLD |
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Election of Directors: Lauren Friedman Stat Director Elections |
Board | For | FOR 6 funds |
Split 10 FOR, 8 WITHHOLD |
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Election of Directors: Peter Thiel Director Elections |
Board | For | WITHHOLD 6 funds |
Split 4 FOR, 15 WITHHOLD |
| PALANTIR TECHNOLOGIES INC. | June 5, 2025 | Election of Directors: Stephen Cohen Director Elections |
Board | For | WITHHOLD 6 funds |
Split 19 FOR, 1 WITHHOLD |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Mary Pat McCarthy Director Elections |
Board | For | FOR 12 funds |
Split 10 FOR, 10 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Nir Zuk Director Elections |
Board | For | FOR 12 funds |
Split 20 FOR, 1 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | FOR 12 funds |
Split 7 FOR, 13 AGAINST |
| PALO ALTO NETWORKS INC. | December 10, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 7 FOR, 13 AGAINST |
| PAMT CORP | May 8, 2025 | Election of Directors: Franklin H. McLarty Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: H. Pete Montano Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: Joseph A. Vitiritto Director Elections |
Board | For | WITHHOLD 18 funds |
Split 2 FOR, 5 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: Matthew J. Moroun Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: Michael D. Bishop Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAMT CORP | May 8, 2025 | Election of Directors: W. Scott Davis Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 2 WITHHOLD |
| PAN PACIFIC INTERNATIONAL HOLDINGS CORP. | September 27, 2024 | Elect Director Yoshida, Naoki Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| PAN PACIFIC INTERNATIONAL HOLDINGS CORP. | September 27, 2024 | Elect Director and Audit Committee Member Ono, Takaki Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 4 AGAINST |
| PANDORA AS | March 12, 2025 | Approve Remuneration Report (Advisory Vote) Compensation |
Board | For | AGAINST 16 funds |
Split 3 FOR, 4 AGAINST |
| PANDORA AS | March 12, 2025 | Reelect Peter A. Ruzicka as Director Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 3 ABSTAIN |
| PANGAEA LOGISTICS SOLUTIONS LTD. | December 30, 2024 | To approve the issuance of the Merger Shares in accordance with the shareholder approval requirements of Nasdaq Listing Rule 5635 (referred to as "Proposal 1"). Extraordinary Transactions |
Board | For | FOR 17 funds |
Split 4 FOR, 2 ABSTAIN |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: Carl Claus Boggild Director Elections |
Board | For | AGAINST 17 funds |
Split 4 FOR, 2 AGAINST |
| PANGAEA LOGISTICS SOLUTIONS LTD. | May 8, 2025 | Election of Class II Directors: David D. Sgro Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 2 AGAINST |
| PAPA JOHN'S INTERNATIONAL INC. | May 1, 2025 | Approval of the First Amendment to the Papa John's International, Inc. 2018 Omnibus Incentive Plan to increase the amount of shares reserved for issuance by 4,900,000 shares. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 3 AGAINST |
| PAR PACIFIC HOLDINGS INC. | May 1, 2025 | ELECTION OF DIRECTORS: Katherine Hatcher Director Elections |
Board | For | WITHHOLD 16 funds |
Split 3 FOR, 2 WITHHOLD |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 5 FOR, 4 AGAINST |
| PARAGON 28 INC. | April 17, 2025 | To adopt the Agreement and Plan of Merger, dated as of January 28, 2025 (the "merger agreement"), by and among Paragon 28, Inc. (the "Company"), Zimmer, Inc. ("Zimmer"), Gazelle Merger Sub I, Inc. ("Merger Sub"), and, for certain provisions of the merger agreement, Zimmer Biomet Holdings, Inc., pursuant to which and subject to the terms and conditions thereof, Merger Sub will be merged with and into the Company (the "merger"), with the Company continuing as the surviving corporation in the merger and a wholly owned subsidiary of Zimmer. Extraordinary Transactions |
Board | For | FOR 2 funds |
Split 3 FOR, 2 ABSTAIN |
| PARK NATIONAL CORP. | April 28, 2025 | Election of three directors, each to serve for a term of three years to expire at the 2028 Annual Meeting of Shareholders, and until his or her successor is duly elected and qualified, or until his or her earlier resignation, removal from office or death: Donna M. Alvarado Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: John D. Grampa Director Elections |
Board | For | WITHHOLD 20 funds |
Split 6 FOR, 2 WITHHOLD |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Steven H. Rosen Director Elections |
Board | For | WITHHOLD 20 funds |
Split 6 FOR, 2 WITHHOLD |
| PARK24 CO. LTD. | January 30, 2025 | Elect Director Nishikawa, Koichi Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| PARKER-HANNIFIN CORP. | October 23, 2024 | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 18 funds |
Split 19 FOR, 1 AGAINST |
| PASONA GROUP INC. | August 22, 2024 | Elect Director Nambu, Yasuyuki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| PATHWARD FINANCIAL INC. | February 25, 2025 | Election of Directors: Elizabeth G. Hoople (3 year term) Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| PATHWARD FINANCIAL INC. | February 25, 2025 | Election of Directors: Neeraj K. Mehta (2 year term) Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| PATHWARD FINANCIAL INC. | February 25, 2025 | Election of Directors: Ronald D. McCray (3 year term) Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| PATTERSON COMPANIES INC. | April 1, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable to our named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 21 funds |
Split 6 FOR, 3 AGAINST |
| PATTERSON- | June 5, 2025 | Election of Directors: Curtis W. Huff Director Elections |
Board | Not determined | Split 6 FOR, 1 WITHHOLD |
FOR 7 funds |
| PAYCHEX INC. | October 10, 2024 | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 17 funds |
Split 20 FOR, 1 AGAINST |
| PAYCHEX INC. | October 10, 2024 | Election of Directors: Martin Mucci Director Elections |
Board | For | FOR 16 funds |
Split 20 FOR, 1 AGAINST |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Chad Richison Director Elections |
Board | For | AGAINST 12 funds |
Split 10 FOR, 10 AGAINST |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Henry C. Duques Director Elections |
Board | For | AGAINST 12 funds |
Split 10 FOR, 10 AGAINST |
| PAYPAL HOLDINGS INC. | June 5, 2025 | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated. Compensation |
Board | For | AGAINST 9 funds |
Split 19 FOR, 1 AGAINST |
| PAYSAFE LTD. | May 22, 2025 | Elect Director Jonathan Murphy Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| PAYSIGN INC. | May 7, 2025 | Election of Directors: Jeffrey B. Newman Director Elections |
Board | For | WITHHOLD 7 funds |
Split 4 FOR, 2 WITHHOLD |
| PBF ENERGY INC. | April 29, 2025 | Election of Directors: Lawrence M. Ziemba Director Elections |
Board | For | FOR 17 funds |
Split 4 FOR, 4 AGAINST |
| PC CONNECTION INC. | May 14, 2025 | To elect six directors to serve until the 2026 Annual Meeting of Stockholders: David Beffa-Negrini Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 3 WITHHOLD |
| PDD HOLDINGS INC. | December 20, 2024 | As an ordinary resolution: THAT Mr. Jiazhen Zhao be re-elected as a director of the Company. Director Elections |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| PDD HOLDINGS INC. | December 20, 2024 | As an ordinary resolution: THAT Mr. Lei Chen be re-elected as a director of the Company. Director Elections |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| PEAKSTONE REALTY TRUST | May 28, 2025 | Approve on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
Split 4 FOR, 2 AGAINST |
| PENNANT GROUP INC. | May 16, 2025 | Approval of Amended and Restated Pennant Group, Inc. 2019 Omnibus Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 3 AGAINST |
| PENNANT GROUP INC. | May 16, 2025 | Election of Directors: Stephen M.R. Covey Director Elections |
Board | For | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Greg Penske Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Greg Smith Director Elections |
Board | For | FOR 25 funds |
Split 1 FOR, 8 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: H. Brian Thompson Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Kimberly McWaters Director Elections |
Board | For | FOR 25 funds |
Split 1 FOR, 8 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Lisa Davis Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Michael Eisenson Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Robert Kurnick, Jr. Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Roger Penske Director Elections |
Board | For | Split 22 FOR, 3 WITHHOLD |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Sandra Pierce Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Wolfgang Durheimer Director Elections |
Board | For | FOR 25 funds |
Split 4 FOR, 4 WITHHOLD |
| PENTAIR PLC | May 6, 2025 | To approve, by nonbinding, advisory vote, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
Split 16 FOR, 3 AGAINST |
| PENTAIR PLC | May 6, 2025 | To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the independent auditor of Pentair plc and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the auditor's remuneration. Audit-related |
Board | For | FOR 18 funds |
Split 18 FOR, 1 AGAINST |
| PEOPLES BANCORP OF NORTH CAROLINA INC. | May 1, 2025 | To approve, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 21 funds |
Split 5 FOR, 2 AGAINST |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Alberto Weisser Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Ramon L. Laguarta Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| PEPSICO INC. | May 7, 2025 | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025. Audit-related |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| PERMIAN RESOURCES CORP. | May 21, 2025 | To elect the eleven directors nominated by the Board: Jeffrey H. Tepper Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 6 AGAINST |
| PERMIAN RESOURCES CORP. | May 21, 2025 | To elect the eleven directors nominated by the Board: Karan E. Eves Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 6 AGAINST |
| PERMIAN RESOURCES CORP. | May 21, 2025 | To elect the eleven directors nominated by the Board: Steven D. Gray Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 6 AGAINST |
| PERNOD RICARD SA | November 8, 2024 | APPROVE REMUNERATION POLICY OF ALEXANDRE RICARD, CHAIRMAN AND CEO Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 6 FOR, 5 AGAINST |
| PERNOD RICARD SA | November 8, 2024 | AUTHORIZE UP TO 0.5 PERCENT OF ISSUED CAPITAL FOR USE IN RESTRICTED STOCK PLANS Compensation |
Board | For | FOR 2 funds |
Split 11 FOR, 1 AGAINST |
| PERNOD RICARD SA | November 8, 2024 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees and Executive Corporate Officers Compensation |
Board | For | FOR 2 funds |
Split 11 FOR, 1 AGAINST |
| PERNOD RICARD SA | November 8, 2024 | REELECT ALEXANDRE RICARD AS DIRECTOR Director Elections |
Board | For | AGAINST 2 funds |
Split 11 FOR, 1 AGAINST |
| PERNOD RICARD SA | November 8, 2024 | REELECT CESAR GIRON AS DIRECTOR Director Elections |
Board | For | FOR 2 funds |
Split 6 FOR, 4 AGAINST |
| PETIQ INC. | October 22, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by PetIQ, Inc. to its named executive officers in connection with the merger agreement. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST |
| PETMED EXPRESS INC. | August 8, 2024 | To elect six (6) Directors to the Board of Directors: Diana Garvis Purcel Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 AGAINST |
| PEXA GROUP LTD. | November 15, 2024 | Approve PEXA Group Ltd Equity Incentive Plan Compensation |
Board | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| PFIZER INC. | April 24, 2025 | 2025 advisory approval of executive compensation Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 1 FOR, 14 AGAINST |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Election of Class II Directors: Carol A. Wrenn Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 3 WITHHOLD |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Election of Directors: Dessislava Temperley Director Elections |
Board | For | FOR 10 funds |
Split 22 FOR, 1 AGAINST |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Election of Directors: Kalpana Morparia Director Elections |
Board | For | FOR 10 funds |
Split 22 FOR, 1 AGAINST |
| PHILIP MORRIS INTERNATIONAL INC. | May 7, 2025 | Election of Directors: Michel Combes Director Elections |
Board | For | FOR 10 funds |
Split 22 FOR, 1 AGAINST |
| PHOTRONICS INC. | April 2, 2025 | To elect eight members of the Board of Directors: Adam Lewis Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| PHOTRONICS INC. | April 2, 2025 | To elect eight members of the Board of Directors: Daniel Liao Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 3 WITHHOLD |
| PHOTRONICS INC. | April 2, 2025 | To elect eight members of the Board of Directors: Mitchell G. Tyson Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 4 WITHHOLD |
| PIDILITE INDUSTRIES LTD. | August 7, 2024 | Approve Modification of Remuneration to Sudhanshu Vats as Managing Director Designate Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| PIDILITE INDUSTRIES LTD. | August 7, 2024 | Elect Rajeev Gupta as Director Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| PIDILITE INDUSTRIES LTD. | August 7, 2024 | Reelect Joseph Varghese as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| PIDILITE INDUSTRIES LTD. | May 21, 2025 | Approve Appointment and Remuneration of Jessica Apurva Parekh to be designated as Lead - Special Projects Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| PIDILITE INDUSTRIES LTD. | May 21, 2025 | Elect Bharat Puri as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| PILBARA MINERALS LTD. | November 26, 2024 | Approve Issuance of Additional FY24 LTI Performance Rights to Dale Henderson Compensation |
Board | For | FOR 8 funds |
Split 4 FOR, 5 AGAINST |
| PILGRIM'S PRIDE CORP. | April 30, 2025 | Election of Directors: Equity Directors: Wallim Cruz De Vasconcellos Junior Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 3 WITHHOLD |
| PILLAR CORP. | June 20, 2025 | Elect Director Iwanami, Yoshinobu Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| PILOT CORP. | March 28, 2025 | Elect Director Fujisaki, Fumio Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| PING AN INSURANCE (GROUP) CO. OF CHINA LTD. | May 13, 2025 | Elect Chan Hiu Fung Nicholas as Director Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| May 22, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
Split 6 FOR, 2 AGAINST |
|
| PIOLAX INC. | June 24, 2025 | Elect Director Shimazu, Yukihiko Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| PIOLAX INC. | June 24, 2025 | Elect Director Yamada, Satoshi Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| PIONEER BANCORP INC. | November 19, 2024 | Election of Directors: Shaun Mahoney Director Elections |
Board | For | WITHHOLD 14 funds |
Split 4 FOR, 2 WITHHOLD |
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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.