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
59 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 |
|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 14 funds |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
FOR 14 funds |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| ALTIMMUNE INC. | April 16, 2026 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 2 funds |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | AGAINST 5 funds |
FOR 8 funds |
| ARQ, INC. | June 10, 2026 | To approve the Ninth Amendment to the Company's Tax Asset Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
AGAINST 12 funds |
| BAKKT HOLDINGS, INC. | October 31, 2025 | To approve the Adjournment Proposal. Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| BEAZER HOMES USA, INC. | February 5, 2026 | Ratification of the Rights Agreement for the Protection of NOLs and Energy-Efficiency Tax Credits. Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 13 funds |
| BLUE BIRD CORPORATION | March 11, 2026 | To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law. Director Elections |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| CARIBOU BIOSCIENCES, INC. | June 17, 2026 | To approve the adjournment of the 2026 Annual Meeting to a later date or dates, if necessary, to permit further solicitation and voting of proxies in the event there are not sufficient votes in favor of proposal 3 above or if there are not sufficient shares present to establish a quorum. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| CENTERPOINT ENERGY, INC. | April 16, 2026 | Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates. Director Elections |
Other | For | AGAINST 4 funds |
FOR 13 funds |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Section 382 Rights Agreement, as amended. Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| CF INDUSTRIES HOLDINGS, INC. | April 28, 2026 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | FOR 8 funds |
AGAINST 15 funds |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 4 funds |
| CLEARWATER PAPER CORPORATION | May 7, 2026 | Approve the amendment to the Amended and Restated Bylaws of Clearwater Paper Corporation to add a forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
AGAINST 7 funds |
| CMS ENERGY CORPORATION | May 8, 2026 | Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
AGAINST 13 funds |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
AGAINST 8 funds |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | FOR 4 funds |
AGAINST 13 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Other | For | ABSTAIN 7 funds |
FOR 5 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Austin Hawley Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Diane C. Nordin Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Gordon B. Fowler Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Heather E. Brilliant Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Nicole R. St. Pierre Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Paula R. Meyer Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Richard S. Cooley Director Elections |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Other | For | ABSTAIN 7 funds |
FOR 4 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 13 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections |
Other | Against | AGAINST 5 funds |
FOR 14 funds |
| DROPBOX, INC. | May 21, 2026 | To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 12 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Shareholder Proposal Regarding Retention of Equity Compensation |
Other | Against | FOR 5 funds |
AGAINST 13 funds |
| ENVELA CORPORATION | June 24, 2026 | To approve the adjournment of the annual meeting, if necessary, to solicit additional proxies in favor of proposals 1 through 2. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| Epsilon Energy Ltd. | November 12, 2025 | To adjourn the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for the approval of the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 2 funds |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses |
Other | Contested | AGAINST 7 funds |
FOR 7 funds |
| HUMANA INC. | April 16, 2026 | The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | FOR 7 funds |
AGAINST 13 funds |
| INTERNATIONAL SEAWAYS, INC. | June 8, 2026 | Ratification of the Second Amended and Restated Rights Agreement. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 7 funds |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to grant the Board the sole authority to fill board vacancies and newly created directorships. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 14 funds |
| KKR & CO. INC. | May 21, 2026 | Other amendments to the Existing Charter to modernize and streamline the Existing Charter. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 14 funds |
| KKR & CO. INC. | May 21, 2026 | The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 14 funds |
| LIPOCINE INC. | June 3, 2026 | Proposal to approve the adjournment of the Annual Meeting, if necessary, to continue to solicit votes in favor of the foregoing proposals. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | FOR 6 funds |
AGAINST 12 funds |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | FOR 7 funds |
ABSTAIN 11 funds |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | AGAINST 9 funds |
FOR 11 funds |
| OTTER TAIL CORPORATION | April 13, 2026 | To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
AGAINST 7 funds |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement. Corporate Governance |
Other | Against | FOR 4 funds |
AGAINST 13 funds |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law. Director Elections |
Other | For | FOR 7 funds |
AGAINST 14 funds |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | FOR 10 funds |
AGAINST 14 funds |
| ROOT, INC. | June 3, 2026 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to allow for exculpation of certain officers. Director Elections |
Other | For | AGAINST 4 funds |
FOR 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | AGAINST 6 funds |
FOR 12 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 13 funds |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 4 funds |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
FOR 7 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions. Shareholder Rights and Defenses |
Other | For | FOR 6 funds |
AGAINST 14 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | AGAINST 8 funds |
FOR 13 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 7 funds |
| WEC ENERGY GROUP, INC. | May 7, 2026 | Stockholder proposal to govern by majority vote Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
AGAINST 14 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | FOR 7 funds |
AGAINST 12 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.