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
1,252 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 |
|---|---|---|---|---|---|---|
| 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 |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of the Baxter International Inc. Second Amended and Restated 2021 Incentive Plan Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: James Rizzo Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: Michael Widmer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: Ryan Blake Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BEACON FINANCIAL CORPORATION | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| BEAM THERAPEUTICS INC. | June 3, 2026 | Election of the following nominees as Class III directors for three-year terms ending at our Annual Meeting of Stockholders to be held in 2029. John Evans Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| BELLRING BRANDS, INC. | January 28, 2026 | To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 10 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| BGSF, INC. | November 5, 2025 | To amend BGSF, Inc.'s 2013 Long-Term Incentive Plan to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BGSF, Inc. | November 5, 2025 | Advisory vote to approve named executive officer compensation ("Say-on-Pay" Vote). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| BICARA THERAPEUTICS INC. | June 9, 2026 | To elect two class II directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal. Christopher Bowden, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| BIO-TECHNE CORP | October 30, 2025 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 18 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| BIOMARIN PHARMACEUTICAL INC. | June 2, 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 9 funds |
FOR 15 funds |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| BLACKLINE, INC. | May 7, 2026 | Approval, on a non-binding, advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 15, 2025 | To obtain advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| BRANDYWINE REALTY TRUST | May 28, 2026 | Adoption of an amendment to the 2023 Long-Term Incentive Plan to increase the term of the plan and the number of the common shares that may be issued thereunder. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| BRAZE, INC. | June 30, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BRAZE, INC. | June 30, 2026 | Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| BRIDGEBIO PHARMA, INC. | June 22, 2026 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by 2,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| BRIDGEWATER BANCSHARES, INC. | April 28, 2026 | Approve the Bridgewater Bancshares, Inc. 2026 Equity Incentive Plan; and Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| BROADWAY FINANCIAL CORPORATION | June 17, 2026 | To cast an advisory (non-binding) vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| BRT APARTMENTS CORP. | June 10, 2026 | A proposal to approve the Company's 2026 Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: James P. Geary, II Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| BXP, INC. | May 21, 2026 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 17 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Aaron M. Erter Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Bar Harbor Bankshares | May 7, 2026 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| Bausch Health Companies Inc. | May 19, 2026 | Election of Directors: Frank D. Lee Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| Bed Bath & Beyond, Inc. | May 14, 2026 | Election of Directors: Debra G. Perelman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Berry Corporation (bry) | December 15, 2025 | The Advisory Compensation Proposal: To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Elizabeth M. Anderson Director Elections |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Timothy P. Walbert Director Elections |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| Black Diamond Therapeutics, Inc. | June 26, 2026 | Election of Class III Directors: Shannon Campbell Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Cheryl D. Mills Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Gordon M. Nixon Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Kristin C. Peck Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Pamela Daley Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: William E. Ford Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Frank H. Kenan II Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 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.