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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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	10,217	9,135	101	981	98.9%	95.0%
Board proposals	8,166	7,375	97	694	98.7%	94.9%
E&S shareholder proposals	233	146	0	87	100.0%	92.1%
Other items	1,818	1,614	4	200	99.8%	95.5%

Where they did not vote alike

Everything Voted differently Split votes

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

204 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	Jackson National
WESCO INTE	May 22, 2025	Approve amendments to the Company's Restated Certificate of Incorporation to provide Stockholders with the right to request a special meeting of stockholders. Corporate Governance	Other	Not determined	FOR 21 funds	Split 8 FOR, 1 ABSTAIN
WESCO INTE	May 22, 2025	Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance	Other	Not determined	AGAINST 21 funds	Split 6 FOR, 3 AGAINST
WEX INC.	May 15, 2025	To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections	Other	For	FOR 14 funds	Split 6 FOR, 2 AGAINST
ZIMMER BIO	May 29, 2025	Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance	Other	Not determined	FOR 9 funds	Split 10 FOR, 1 AGAINST

← 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.