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Dimensional vs Lincoln Financial: how alike they voted, 2024-2025

98.4% When both took a single position, they voted the same way on 98.4% of 74,359 items (73,148 the same, 1,211 different). 4,058 items where at least one of them split its funds are listed separately below. Both voted on 78,417 items in all.

Dimensional 2024-2025 · Lincoln Financial 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	78,417	73,148	1,211	4,058	98.4%	96.6%
Board proposals	65,405	60,940	1,069	3,396	98.3%	96.5%
E&S shareholder proposals	255	125	0	130	100.0%	87.4%
Other items	12,757	12,083	142	532	98.8%	97.5%

Where they did not vote alike

Everything Voted differently Split votes

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

0 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	Lincoln Financial

No items to show.

← 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.