proxyvotesnow.com

Home › Asset managers › Compare 2024-2025 › Dimensional vs Jackson National

Dimensional vs Jackson National: how alike they voted, 2024-2025

98.9% When both took a single position, they voted the same way on 98.9% of 9,236 items (9,135 the same, 101 different). 981 items where at least one of them split its funds are listed separately below. Both voted on 10,217 items in all.

Dimensional 2024-2025 · Jackson National 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 10,2179,135101 98198.9%95.0%
Board proposals 8,1667,37597 69498.7%94.9%
E&S shareholder proposals 2331460 87100.0%92.1%
Other items 1,8181,6144 20099.8%95.5%

Where they did not vote alike

Everything Voted differently Split votes

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

4 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 recommendedDimensionalJackson National
AMUNDI SA May 27, 2025 Approve Report on Progress of Company's Climate Transition Plan (Advisory)
Environment or Climate
Other For AGAINST
6 funds
FOR
3 funds
EQUINOR ASA May 14, 2025 APPROVE ENERGY TRANSITION PLAN 2025
Environment or Climate
Other For AGAINST
14 funds
FOR
5 funds
GUILD HOLDINGS CO. May 27, 2025 To approve an Amendment to the Amended and Restated Certificate of Incorporation.
Corporate Governance
Other For AGAINST
2 funds
FOR
1 fund
RATIONAL May 14, 2025 APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2024
Corporate Governance
Other Not determined FOR
15 funds
AGAINST
1 fund

Page 1 of 1

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.