Home › Asset managers › Compare 2025-2026 › Dimensional vs Charles Schwab
Dimensional 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,406 | 13,039 | 1,312 | 55 | 90.9% | 90.8% |
| Board proposals | 13,508 | 12,235 | 1,252 | 21 | 90.7% | 90.7% |
| E&S shareholder proposals | 154 | 119 | 1 | 34 | 99.2% | 96.1% |
| Other items | 744 | 685 | 59 | 0 | 92.1% | 92.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,312 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 | Charles Schwab |
|---|---|---|---|---|---|---|
| ALBANY INTERNATIONAL CORP. | May 15, 2026 | Election of Directors: Kenneth W. Krueger Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| ALBANY INTERNATIONAL CORP. | May 15, 2026 | Election of Directors: Russell E. Toney Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| ALDEYRA THERAPEUTICS, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| ALEXANDER'S, INC. | May 21, 2026 | Approval of the Company's 2026 Omnibus Stock Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| ALEXANDER'S, INC. | May 21, 2026 | Non-Binding Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. | May 13, 2026 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 17 funds |
| ALIGHT, INC. | June 10, 2026 | To approve, on an advisory (non-binding) basis, the 2025 compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ALKAMI TECHNOLOGY INC | May 19, 2026 | To elect the three nominees for director named herein to serve as Class II directors to hold office until the 2029 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified. Charles Kane Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| ALPHA PRO TECH, LTD. | June 10, 2026 | The advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| ALPHABET INC. | June 5, 2026 | Approval of the amendment and restatement of Alphabet's Amended and Restated 2021 Stock Plan to increase the share reserve by 200,000,000 shares of Class C capital stock Compensation |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| ALPINE INCOME PROPERTY TRUST, INC. | May 21, 2026 | Approve, on a non-binding advisory basis, the compensation of our named executive officers for the year ended December 31, 2025 Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve the First Amendment to Alta Equipment Group, Inc 2020 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| ALTA EQUIPMENT GROUP INC. | May 29, 2026 | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| AMERESCO, INC. (AMRC) | June 4, 2026 | To approve on a non-binding advisory basis the compensation of our named executive officer as described in the Ameresco, Inc. Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| AMERICAN EAGLE OUTFITTERS, INC. | June 26, 2026 | Election of Class I Director: Jay L. Schottenstein Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| AMERICAN ELECTRIC POWER COMPANY, INC. | April 28, 2026 | Election of Directors: Art A. Garcia Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| AMERICAN INTERNATIONAL GROUP, INC. | May 13, 2026 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| AMERICAN VANGUARD CORPORATION | July 2, 2025 | Resolved, that the compensation paid to the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and narrative discussion, is hereby approved. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| AMERICAN WOODMARK CORPORATION | October 30, 2025 | To approve, on an advisory (non-binding) basis, the compensation that will or may be paid to American Woodmark's named executive officers in connection with the transactions contemplated by the merger agreement; and Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| AMYLYX PHARMACEUTICALS, INC. | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ANIKA THERAPEUTICS, INC. | June 18, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| ANTERIX INC. | August 5, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| ANYWHERE REAL ESTATE INC. | January 7, 2026 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Anywhere's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | October 21, 2025 | Election of Directors: Mary Dean Hall Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 12 funds |
| APPLIED OPTOELECTRONICS, INC. | June 4, 2026 | To approve the 2026 equity incentive plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| APPLOVIN CORPORATION | June 3, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| ARCBEST CORPORATION | April 24, 2026 | To approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To approve, on an advisory basis, the compensation of Arcus Biosciences' named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| ARCUS BIOSCIENCES, INC. | June 11, 2026 | To ratify the appointment by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| ARKO CORP | June 4, 2026 | Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | October 9, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | October 9, 2025 | Election of Directors: E. C. Iriarte Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | October 9, 2025 | Election of Directors: X. D. Williams Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 6 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Election of Directors: E. C. Iriarte Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Election of Directors: X. D. Williams Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| ARS PHARMACEUTICALS, INC. | June 24, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| ASPEN AEROGELS, INC. | May 13, 2026 | Approval, on a non-binding, advisory basis, of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2026 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| AST SPACEMOBILE, INC. | June 12, 2026 | To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 11 funds |
| ATARA BIOTHERAPEUTICS, INC. | June 9, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ATEA PHARMACEUTICALS, INC. | June 18, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ATYR PHARMA, INC | May 11, 2026 | To approve an amendment to the aTyr Pharma, Inc. 2015 Stock Option and Incentive Plan, as amended: Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ATYR PHARMA, INC | May 11, 2026 | To elect three Class II directors, as nominated by the Company's Board of Directors (the "Board of Directors"), to hold office until the 2029 annual meeting of stockholders or until their successors are duly elected and qualified; Eric Benevich Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| AUTOZONE, INC. | December 17, 2025 | Election of Directors: Michael A. George Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| AVEANNA HEALTHCARE HOLDINGS INC. | May 29, 2026 | To approve, on an advisory, non-binding, basis, the compensation paid to the Company's Named Executive Officers identified in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| AVIDITY BIOSCIENCES, INC. | February 26, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the transactions contemplated by the Merger Agreement and the Separation Agreement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| AXON ENTERPRISE, INC. | May 28, 2026 | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 14 funds |
| Abeona Therapeutics Inc. | June 12, 2026 | Election of three Class 1 Directors for a three-year term: Michael Amoroso Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Acadia Realty Trust | May 13, 2026 | Election of Trustees: Hope B. Woodhouse Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| Advanced Energy Industries, Inc. | May 7, 2026 | Election of ten (10) directors: John A. Roush Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 10 funds |
| Aeva Technologies, Inc. | June 18, 2026 | Election of Class II Directors: Hrach Simonian Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| Aeva Technologies, Inc. | June 18, 2026 | Election of Class II Directors: Stephen Zadesky Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| Air Products and Chemicals, Inc. | January 28, 2026 | Election of Directors: Tonit M. Calaway Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| Alaska Air Group, Inc. | May 12, 2026 | Election of Directors to One-Year Terms: James A. Beer Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Albertsons Companies, Inc. | August 7, 2025 | Election of Directors: Sharon Allen Director Elections |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| Alexandria Real Estate Equities, Inc. | May 13, 2026 | Election of Directors: Richard H. Klein Director Elections |
Board | For | AGAINST 2 funds |
FOR 16 funds |
| Alexandria Real Estate Equities, Inc. | May 13, 2026 | Election of Directors: Steven R. Hash Director Elections |
Board | For | AGAINST 2 funds |
FOR 16 funds |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Deborah Messemer Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Owen Witte, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Allogene Therapeutics, Inc. | June 18, 2026 | Election of Directors: Vicki Sato, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Colin Wilson Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Alta Equipment Group Inc. | May 29, 2026 | Election of Directors: Ryan Greenawalt Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Amentum Holdings, Inc. | February 6, 2026 | Election of Directors: Barbara L. Loughran Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| American International Group, Inc. | May 13, 2026 | Election of Directors: Diana M. Murphy Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| American International Group, Inc. | May 13, 2026 | Election of Directors: Juan R. Perez Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| American International Group, Inc. | May 13, 2026 | Election of Directors: Linda A. Mills Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Paul Meister Director Elections |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| AppLovin Corporation | June 3, 2026 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| Aptiv PLC | April 29, 2026 | Election of Directors: Paul M. Meister Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Nicole Lambert Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antoinette Bush Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: David B. Kaplan Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Eileen Naughton Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Ares Management Corporation | June 8, 2026 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| Arrowhead Pharmaceuticals, Inc. | March 19, 2026 | Election of Directors: Michael S. Perry Director Elections |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Aldo J. Mazzaferro Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Benjamin Rosenzweig Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Ascent Industries Co. | June 10, 2026 | Election of Directors: Henry L. Guy Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| Atara Biotherapeutics, Inc. | June 9, 2026 | Election of Directors: AnhCo Nguyen, Ph.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| Atara Biotherapeutics, Inc. | June 9, 2026 | Election of Directors: Nachi Subramanian Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Scott Farquhar Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Atlassian Corporation | December 2, 2025 | Election of Directors: Shona L. Brown Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Aurora Innovation, Inc. | May 21, 2026 | Election of Directors: Michelangelo Volpi Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 8 funds |
| Autodesk, Inc. | June 17, 2026 | Election of Directors: Blake Irving Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Options Proposal. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BANC OF CALIFORNIA, INC. | May 6, 2026 | Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| BANK FIRST CORPORATION | June 15, 2026 | To elect three (3) directors of the Corporation, each for three-year terms and in each case until their successors are elected and qualified; STEVEN M. ELDRED Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 27, 2026 | Election of Directors: Russell A. Colombo Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| BANKUNITED, INC. | May 21, 2026 | To approve the BankUnited, Inc. Amended and Restated 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Advisory Vote to Approve Named Executive Officer Compensation for 2025 Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 17 funds |
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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.