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Fidelity vs Dimensional: how alike they voted, 2024-2025

95.7% When both took a single position, they voted the same way on 95.7% of 86,659 items (82,930 the same, 3,729 different). 3,388 items where at least one of them split its funds are listed separately below. Both voted on 90,047 items in all.

Fidelity 2024-2025 · Dimensional 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 90,04782,9303,729 3,38895.7%94.2%
Board proposals 72,83766,4573,509 2,87195.0%93.4%
E&S shareholder proposals 2561550 101100.0%89.4%
Other items 16,95416,318220 41698.7%97.7%

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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityDimensional

No items to show.

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← 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.