Home › Asset managers › Compare 2025-2026 › Dimensional vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,192 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Dimensional 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 66,015 | 54,529 | 856 | 10,630 | 98.5% | 92.7% |
| Board proposals | 57,500 | 46,867 | 799 | 9,834 | 98.3% | 92.5% |
| E&S shareholder proposals | 173 | 0 | 1 | 172 | 0.0% | 39.7% |
| Other items | 8,342 | 7,662 | 56 | 624 | 99.3% | 95.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
172 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 | Brighthouse |
|---|---|---|---|---|---|---|
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Report on Net Zero Business Performance Risks" requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 4 AGAINST, 1 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 10 AGAINST, 11 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on workforce civil liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 10 AGAINST, 11 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 FOR, 8 AGAINST, 11 ABSTAIN |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 2 FOR, 6 ABSTAIN |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 2 FOR, 4 AGAINST, 2 ABSTAIN |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 3 FOR, 1 AGAINST, 5 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 AGAINST, 1 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Independent Report on Due Diligence Process," if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 AGAINST, 1 ABSTAIN |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 3 FOR, 1 ABSTAIN |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Policy on Provision of Services in Conflict Zones. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 2 AGAINST, 2 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 8 AGAINST, 6 ABSTAIN |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 7 AGAINST, 6 ABSTAIN |
| PHILIP MORRIS INTERNATIONAL INC. | May 6, 2026 | Shareholder Proposal to issue a report on filter cleanup costs and extended producer responsibility laws for filters Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 8 AGAINST, 10 ABSTAIN |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 3 ABSTAIN |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a report regarding internal diversity and inclusion policies and practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 3 ABSTAIN |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Report on Risk of China Exposure." Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 5 AGAINST, 3 ABSTAIN |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to issue a report on the Company's charitable support; Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 5 AGAINST, 4 ABSTAIN |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 2 AGAINST, 4 ABSTAIN |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 1 FOR, 2 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on median compensation and benefits gaps as they address reproductive and gender dysphoria care Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the Company's apparent exclusion of detransitioning in its healthcare coverage Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the Company's use of diagnostic tools created by politicized corporate partners Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting a report on the risks of the Company excluding religious charities from its employee-gift match program Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 5 AGAINST, 3 ABSTAIN |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 4 FOR, 6 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on presence of pesticides in Target's private label brands. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| TESLA, INC. | November 6, 2025 | A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 8 AGAINST, 8 ABSTAIN |
| THE ALLSTATE CORPORATION | May 22, 2026 | Shareholder proposal requesting a report on use of ESG and DEI metrics in executive compensation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 AGAINST, 8 ABSTAIN |
| THE BRINK'S COMPANY | April 28, 2026 | Act upon a shareholder proposal requesting a report on employee retention rates by demographic categories. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 3 AGAINST, 4 ABSTAIN |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding a report on the effectiveness of the Company's regenerative agriculture program including pesticide reduction outcomes. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 AGAINST, 4 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report evaluating the Company's plastics packaging policies Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on risks related to ingredients Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 9 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 3 FOR, 5 AGAINST, 8 ABSTAIN |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 8 FOR, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Evaluation of Recycling-Related Plastics Targets Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Discrimination in Charitable Support Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 6 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 4 AGAINST, 3 ABSTAIN |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 5 AGAINST, 7 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on climate due diligence Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 6 AGAINST, 4 ABSTAIN |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 5 AGAINST, 4 ABSTAIN |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting an independent review and report on accessibility and disability inclusion practices. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 8 AGAINST, 5 ABSTAIN |
| THE WALT DISNEY COMPANY | March 18, 2026 | Shareholder proposal, if properly presented at the meeting, requesting a report on how the employee gift-matching program may impact risks related to religious discrimination against employees. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 8 AGAINST, 5 ABSTAIN |
| TRUIST FINANCIAL CORPORATION | April 28, 2026 | Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 3 AGAINST, 2 ABSTAIN |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on environmental and human health impacts from waste lagoons. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 4 AGAINST, 6 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 1 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 2 AGAINST, 3 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 3 AGAINST, 6 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Risks of non-fiduciary executive compensation metrics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 6 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on inclusion ROI audit. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 7 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 FOR, 6 AGAINST, 10 ABSTAIN |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 AGAINST, 2 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 4 FOR, 5 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 9 AGAINST, 8 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on Respecting Vendor Civil Liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 9 AGAINST, 8 ABSTAIN |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 AGAINST, 2 ABSTAIN |
| WORKDAY, INC. | June 16, 2026 | To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by demographic category. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 4 AGAINST, 5 ABSTAIN |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 AGAINST, 2 ABSTAIN |
| Zions Bancorporation, N.A. | May 1, 2026 | To consider a shareholder proposal regarding "Report on Risks from Misalignment Between Company Policies and Customer Base." Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 AGAINST, 2 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.