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 |
|---|---|---|---|---|---|---|
| SKY PERFECT JSAT HOLDINGS INC. | June 20, 2025 | Elect Director Horiuchi, Masato Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SKY PERFECT JSAT HOLDINGS INC. | June 20, 2025 | Elect Director Oga, Kimiko Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SKY PERFECT JSAT HOLDINGS INC. | June 20, 2025 | Elect Director Toyota, Katashi Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SKYLARK HOLDINGS CO. LTD. | March 28, 2025 | Elect Director Kanaya, Minoru Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| SKYWARD SPECIALTY INSURANCE GROUP INC. | May 7, 2025 | To elect two directors to serve as Class III directors for a three-year term to expire at the 2028 annual meeting of stockholders: Marcia Dall Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Edward M. Daly Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Joseph J. Humke Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Loren A. Unterseher Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Nancy Fares Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Carol N. Brown Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Craig M. Hatkoff Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Stephen L. Green Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
Split 3 FOR, 4 AGAINST |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares Compensation |
Board | For | AGAINST 7 funds |
Split 5 FOR, 2 AGAINST |
| SMARTFINANCIAL INC. | May 22, 2025 | To approve the SmartFinancial, Inc. Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| SMARTRENT INC. | May 13, 2025 | To elect two Class I Directors to serve until our 2028 annual meeting of stockholders: Ann Sperling Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 2 WITHHOLD |
| SMARTSHEET INC. | December 9, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 12 funds |
Split 2 FOR, 3 AGAINST |
| SMS CO. LTD. | June 20, 2025 | Elect Director Goto, Natsuki Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Advisory vote to approve the compensation of Snap-on Incorporated's named executive officers, as disclosed in ''Compensation Discussion and Analysis'' and ''Executive Compensation Information'' in the Proxy Statement. Say-on-Pay |
Board | For | FOR 19 funds |
Split 18 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: David C. Adams Director Elections |
Board | For | FOR 18 funds |
Split 18 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: Nathan J. Jones Director Elections |
Board | For | FOR 18 funds |
Split 18 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: Nicholas T. Pinchuk Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
Split 18 FOR, 1 AGAINST |
| SNAP-ON INC. | April 24, 2025 | Proposal to ratify the appointment of Deloitte & Touche LLP as Snap-on Incorporated's independent registered public accounting firm for fiscal 2025. Audit-related |
Board | For | FOR 18 funds |
Split 18 FOR, 1 AGAINST |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Benoit Dageville Director Elections |
Board | For | WITHHOLD 9 funds |
Split 2 FOR, 4 WITHHOLD |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Jayshree V. Ullal Director Elections |
Board | For | WITHHOLD 9 funds |
Split 3 FOR, 3 WITHHOLD |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Mark S. Garrett Director Elections |
Board | For | WITHHOLD 9 funds |
Split 2 FOR, 4 WITHHOLD |
| SOCIETE GENERALE SA | May 20, 2025 | Reelect Henri Poupart-Lafarge as Director Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 3 AGAINST |
| SOCIETE GENERALE SA | May 20, 2025 | Reelect William Connelly as Director Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 3 AGAINST |
| SODEXO SA | December 17, 2024 | Reelect Francois-Xavier Bellon as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 3 AGAINST |
| SODEXO SA | December 17, 2024 | Reelect Jean-Baptiste Chasseloup de Chatillon as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 3 AGAINST |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 2 FOR, 5 AGAINST |
| SOFTBANK GROUP CORP. | June 27, 2025 | Appoint Statutory Auditor Nakata, Yuji Compensation |
Board | For | AGAINST 1 fund |
Split 4 FOR, 4 AGAINST |
| SOFTBANK GROUP CORP. | June 27, 2025 | Elect Director Kenneth A. Siegel Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| SOFTBANK GROUP CORP. | June 27, 2025 | Elect Director Son, Masayoshi Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| SOHGO SECURITY SERVICES CO. LTD. | June 25, 2025 | Elect Director Kayaki, Ikuji Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SOLARIS ENERGY INFRASTRUCTURE INC. | May 15, 2025 | Election of Directors: Cynthia M. Durrett Director Elections |
Board | For | WITHHOLD 15 funds |
Split 4 FOR, 2 WITHHOLD |
| SOLARIS ENERGY INFRASTRUCTURE INC. | May 15, 2025 | Election of Directors: Ray N. Walker, Jr. Director Elections |
Board | For | WITHHOLD 15 funds |
Split 4 FOR, 2 WITHHOLD |
| SOLARIS ENERGY INFRASTRUCTURE INC. | May 15, 2025 | Election of Directors: W. Howard Keenan, Jr. Director Elections |
Board | For | WITHHOLD 15 funds |
Split 4 FOR, 2 WITHHOLD |
| SOLARIS OILFIELD INFRASTRUCTURE INC. | August 30, 2024 | LTIP Amendment Proposal: To approve an amendment (the "LTIP Amendment") to the Company's Long Term Incentive Plan (the "LTIP") to increase the number of shares of Class A common stock, par value $0.01 per share, of the Company issuable under such plan (the "LTIP Amendment Proposal"). Compensation |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| SOLID POWER INC. | May 21, 2025 | Election of four Class I Directors: Erik Anderson Director Elections |
Board | For | WITHHOLD 1 fund |
Split 5 FOR, 2 WITHHOLD |
| SOLID POWER INC. | May 21, 2025 | Election of four Class I Directors: Kaled Awada Director Elections |
Board | For | WITHHOLD 1 fund |
Split 5 FOR, 2 WITHHOLD |
| SOLID POWER INC. | May 21, 2025 | Election of four Class I Directors: Lesa Roe Director Elections |
Board | For | WITHHOLD 1 fund |
Split 5 FOR, 2 WITHHOLD |
| SOLO BRANDS INC. | May 23, 2025 | Election of Directors: Andrea K. Tarbox Director Elections |
Board | For | WITHHOLD 2 funds |
Split 5 FOR, 2 WITHHOLD |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Jeff Dyke Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| SONOS INC. | March 11, 2025 | Election of Directors: Bracken Darrell Director Elections |
Board | Contested | WITHHOLD 19 funds |
Split 4 FOR, 3 WITHHOLD |
| SONOS INC. | March 11, 2025 | Election of Directors: Karen Boone Director Elections |
Board | Contested | WITHHOLD 19 funds |
Split 4 FOR, 3 WITHHOLD |
| SOTERA HEALTH CO. | May 21, 2025 | Elect the three following Class II director nominees to serve until the 2028 Annual Meeting of Stockholders: Ruoxi Chen Director Elections |
Board | For | WITHHOLD 15 funds |
Split 2 FOR, 4 WITHHOLD |
| SOTETSU HOLDINGS INC. | June 27, 2025 | Elect Director Takizawa, Hideyuki Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| SOUNDTHINKING INC. | June 4, 2025 | Election of Class II Directors: Roberta Jacobson Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Enrique Castillo Sanchez Mejorada Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Jose Pedro Valenzuela Rionda Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Leonardo Contreras Lerdo de Tejada Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Oscar Gonzalez Rocha Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Vicente Ariztegui Andreve Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 4 WITHHOLD |
| SOUTHERN MISSOURI BANCORP INC. | October 28, 2024 | Election of Directors for terms to expire in 2027: Todd E. Hensley Director Elections |
Board | For | AGAINST 19 funds |
Split 4 FOR, 2 AGAINST |
| SOUTHSIDE BANCSHARES INC. | May 14, 2025 | Election of Directors: Nominees with Term Expiring 2026: Michael J. Bosworth Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 2 WITHHOLD |
| SOUTHSIDE BANCSHARES INC. | May 14, 2025 | Election of Directors: Nominees with Terms Expiring 2028: Alton L. Frailey Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 2 WITHHOLD |
| SOUTHSIDE BANCSHARES INC. | May 14, 2025 | Election of Directors: Nominees with Terms Expiring 2028: Shannon Dacus Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 2 WITHHOLD |
| SOUTHSTATE | August 14, 2024 | Proposal to approve the merger agreement and the transactions contemplated thereby, including the merger and the issuance of SouthState common stock to holders of IBTX common stock pursuant to the merger agreement (including for purposes of complying with NYSE Listing Rule 312.03, which requires approval of the issuance of shares of SouthState common stock in an amount that exceeds 20% of the currently outstanding shares of SouthState common stock) (the "SouthState merger proposal"). Extraordinary Transactions |
Board | Not determined | FOR 19 funds |
Split 6 FOR, 4 ABSTAIN |
| SOUTHWEST | May 1, 2025 | Election of directors: Anne L. Mariucci Director Elections |
Board | Not determined | FOR 13 funds |
Split 2 FOR, 10 WITHHOLD |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | An advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
Split 1 FOR, 6 AGAINST |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Approval of the Company's 2020 Employee Stock Plan, as amended. Compensation |
Board | For | AGAINST 21 funds |
Split 3 FOR, 2 AGAINST |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Election of the following nominees as directors: Carl E. Vogel Director Elections |
Board | For | WITHHOLD 21 funds |
Split 3 FOR, 2 WITHHOLD |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Election of the following nominees as directors: John L. Sykes Director Elections |
Board | For | WITHHOLD 21 funds |
Split 1 FOR, 6 WITHHOLD |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Election of the following nominees as directors: Joseph J. Lhota Director Elections |
Board | For | WITHHOLD 21 funds |
Split 3 FOR, 2 WITHHOLD |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Approval of the redomestication of the Company to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 3 FOR, 2 AGAINST |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Election of the following nominees as directors: Joel M. Litvin Director Elections |
Board | For | WITHHOLD 12 funds |
Split 3 FOR, 2 WITHHOLD |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Election of the following nominees as directors: John L. Sykes Director Elections |
Board | For | WITHHOLD 12 funds |
Split 1 FOR, 6 WITHHOLD |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Election of the following nominees as directors: Joseph J. Lhota Director Elections |
Board | For | WITHHOLD 12 funds |
Split 1 FOR, 6 WITHHOLD |
| SPIRE INC. | January 30, 2025 | Approve the Spire 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 14 funds |
Split 10 FOR, 1 AGAINST |
| SPIRE INC. | January 30, 2025 | Election of Directors: Brenda D. Newberry Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 3 WITHHOLD |
| SPIRE INC. | January 30, 2025 | Election of Directors: Carrie J. Hightman Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 3 WITHHOLD |
| SPIRE INC. | January 30, 2025 | Election of Directors: Paul D. Koonce Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 3 WITHHOLD |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | May 23, 2025 | Advisory vote to approve the compensation of named executive officers Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 3 FOR, 4 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Approve Remuneration of Directors Compensation |
Board | For | AGAINST 10 funds |
Split 2 FOR, 11 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Elect Christopher Marshall as Director Director Elections |
Board | For | FOR 10 funds |
Split 9 FOR, 3 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Elect Heidi O'Neill as Director Director Elections |
Board | For | FOR 10 funds |
Split 9 FOR, 3 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Elect Martin Lorentzon as Director Director Elections |
Board | For | AGAINST 10 funds |
Split 8 FOR, 4 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Elect Shishir Samir Mehrotra as Director Director Elections |
Board | For | FOR 10 funds |
Split 8 FOR, 4 AGAINST |
| SPOTIFY TECHNOLOGY SA | April 9, 2025 | Elect Thomas Owen Staggs as Director Director Elections |
Board | For | FOR 10 funds |
Split 7 FOR, 6 AGAINST |
| SPRINGWORKS THERAPEUTICS INC | June 26, 2025 | A proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 1 fund |
Split 4 FOR, 3 AGAINST |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Alan Fuhrman Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Daniel S. Lynch, M.B.A. Director Elections |
Board | For | WITHHOLD 8 funds |
Split 4 FOR, 3 WITHHOLD |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | The election of the nominees listed below as Class III directors: Smita Conjeevaram Director Elections |
Board | For | AGAINST 17 funds |
Split 2 FOR, 3 AGAINST |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | The election of the nominees listed below as Class III directors: William C. Stone Director Elections |
Board | For | AGAINST 17 funds |
Split 2 FOR, 3 AGAINST |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve the SS&C Second Amendment and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | FOR 17 funds |
Split 2 FOR, 3 AGAINST |
| ST. JAMES'S PLACE PLC | May 13, 2025 | AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS Capital Structure |
Board | For | FOR 15 funds |
Split 1 FOR, 1 AGAINST |
| ST. JAMES'S PLACE PLC | May 13, 2025 | AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS IN CONNECTION WITH AN ACQUISITION OR OTHER CAPITAL INVESTMENT Capital Structure |
Board | For | FOR 15 funds |
Split 1 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.