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 |
|---|---|---|---|---|---|---|
| Cal-Maine Foods, Inc. | October 3, 2025 | Election of Class I Directors: Sherman L. Miller Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Judy Gibbons Director Elections |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| Carlisle Companies Incorporated | April 29, 2026 | To elect the two directors nominated by the Board of Directors: Jesse G. Singh Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Gretchen W. Schar Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Jeffrey H. Black Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Jevin S. Eagle Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Luis Borgen Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Mark P. Hipp Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Rochester Anderson, Jr. Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Stacey S. Rauch Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Stephanie P. Stahl Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carvana Co. | May 5, 2026 | Election of Directors: Michael Maroone Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 10 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| Coastal Financial Corp. | May 27, 2026 | To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Rilla R. Delorier Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Coeur Mining, Inc. | May 12, 2026 | Election of nine directors: Paramita Das Director Elections |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| Community Health Systems, Inc. | May 12, 2026 | Election of Directors: Susan W. Brooks Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Allan Leinwand Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Pamela Thomas-Graham Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Adriana E. Macouzet-Flores Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Richard J. Freeland Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Sonya F. Sepahban Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: Daniel N. Swisher, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: David L. Mahoney Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: G. Leonard Baker, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: Gregg Alton Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Eric Weiss Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Jeff Booth Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Yadin Rozov Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| Costco Wholesale Corporation | January 15, 2026 | Election of Directors: Maggie Wilderotter Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Frank Engelen Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Joachim Creus Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Peter Harf Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Robert Singer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Sue Nabi Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Bom Kim Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Jason Child Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Crane NXT, Co. | May 21, 2026 | Election of Directors: David D. Petratis Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| DENNY'S CORPORATION | January 13, 2026 | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| DENTSPLY SIRONA Inc. | June 2, 2026 | Election of Directors: Donald J. Zurbay Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| DESIGN THERAPEUTICS, INC. | June 9, 2026 | To elect one nominee for Class II director named herein to serve for a three-year term until the 2029 Annual Meeting of Stockholders. Simeon George, M.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| DHI GROUP, INC. | May 15, 2026 | Advisory vote with respect to the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Edward W. Stack Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Larry Fitzgerald, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Lawrence J. Schorr Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Robert W. Eddy Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: William J. Colombo Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DIME COMMUNITY BANCSHARES, INC. | May 28, 2026 | Approval, by a non-binding advisory vote, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | Approval, on an advisory basis, of the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| DISC MEDICINE, INC. | June 18, 2026 | To elect each of the following Class III nominees to the Board of Directors as set forth below: Donald Nicholson, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| DISTRIBUTION SOLUTIONS GROUP, INC. | May 14, 2026 | Approval of DSG's Amended and Restated 2026 Equity Compensation Plan Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| DLH HOLDINGS CORP. | March 12, 2026 | An Advisory Vote regarding the approval of compensation paid to our named Executive Officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| DMC GLOBAL INC. | May 13, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| DOCGO INC. | June 16, 2026 | To approve on a non-binding, advisory basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: David Dolby Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Peter Gotcher Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Simon Segars Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Alfred Lin Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Shona L. Brown Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Stanley Tang Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOUGLAS ELLIMAN INC. | June 18, 2026 | Advisory vote on executive compensation (the say-on-pay vote). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| DOW INC. | April 9, 2026 | Approval of the Amendment to the 2019 Stock Incentive Plan Compensation |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DRAFTKINGS INC. | May 12, 2026 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| DULUTH HOLDINGS INC. | June 3, 2026 | To approve, by an advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Daily Journal Corporation | February 24, 2026 | Election of four Directors: Mary Conlin Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: Scott I. Ross Director Elections |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| Dave Inc. | June 2, 2026 | Director Election: Dan Preston Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | FOR 6 funds |
AGAINST 13 funds |
| Dianthus Therapeutics, Inc. | May 21, 2026 | To elect Class II directors to our Board of Directors, to serve until the 2029 annual meeting of stockholders and until their successors have been duly elected and qualified, or until their earlier death, resignation or removal: Sujay Kango Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| DigitalOcean Holdings, Inc. | June 15, 2026 | Election of Class II Directors: Pueo Keffer Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| DigitalOcean Holdings, Inc. | June 15, 2026 | Election of Class II Directors: Warren Adelman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Allan Thygesen Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Cain A. Hayes Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: James Beer Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Dollar Tree, Inc. | June 16, 2026 | Election of Directors: Stephanie P. Stahl Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Patrick O. Zalupski Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: William W. Weatherford Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| EASTERLY GOVERNMENT PROPERTIES, INC. | April 22, 2026 | Approval of the Easterly Government Properties, Inc. 2024 Equity Incentive Plan Amendment. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| EASTERN BANKSHARES, INC. | May 18, 2026 | To elect six directors for a one-year term: Luis A. Borgen Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Approval of the Third Amendment to the Amended and Restated 2013 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| EDITAS MEDICINE, INC. | June 17, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| EHEALTH, INC. | June 18, 2026 | Approval of an amendment and restatement of the eHealth, Inc. Amended and Restated 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,300,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| EHEALTH, INC. | June 18, 2026 | Approval, on an advisory basis, of the compensation of the Named Executive Officers of eHealth, Inc. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| ELANCO ANIMAL HEALTH INCORPORATED | May 21, 2026 | Election of two Class I director nominees and three Class II director nominees: Kapila Anand Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| ELECTRONIC ARTS INC. | December 22, 2025 | To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| EMERGENT BIOSOLUTIONS INC. | April 29, 2026 | To hold, on an advisory basis, a vote to approve the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.