Home › Asset managers › Compare 2025-2026 › Dimensional vs Equitable
Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 57,558 | 48,808 | 2,812 | 5,938 | 94.6% | 90.8% |
| Board proposals | 49,698 | 41,691 | 2,635 | 5,372 | 94.1% | 90.1% |
| E&S shareholder proposals | 174 | 79 | 0 | 95 | 100.0% | 86.0% |
| Other items | 7,686 | 7,038 | 177 | 471 | 97.5% | 95.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
2,812 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 | Equitable |
|---|---|---|---|---|---|---|
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 8: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| 360 Security Technology, Inc. | September 16, 2025 | Approve Abolition of the Supervisory Board and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| AENA SME SA | April 16, 2026 | ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| AEON Fantasy Co., Ltd. | May 21, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| AGL ENERGY LTD | October 3, 2025 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| 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 19 funds |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause. Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 5 funds |
| ANGLO AMERICAN PLC | April 29, 2026 | Approve 2026-2028 Transition Plan Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 12 funds |
| APA Group | October 22, 2025 | Approve Climate Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 9 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 6 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | AGAINST 7 funds |
ABSTAIN 2 funds |
| ASKA Pharmaceutical Holdings Co., Ltd. | June 24, 2026 | Trigger Takeover Defense Plan in the Event where Dalton Investments Violates Plan Rules and Its Actions Can Be Recognized as Large-Scale Purchase Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| AVIVA PLC | May 6, 2026 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 10 funds |
| Alimentation Couche-Tard Inc. | September 3, 2025 | SP 5: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| BANK OF NANJING CO LTD | May 15, 2026 | Amend Rules and Procedures Regarding Meetings of Board of Directors Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| BANK OF NANJING CO LTD | May 15, 2026 | Approve Capital Planning Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| BANK OF NANJING CO LTD | May 15, 2026 | Approve Financial Statements and Financial Budget Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| BANK OF NANJING CO LTD | May 15, 2026 | Approve Related Party Transactions Between Nanjing Bank Co., Ltd., Jiangsu Transportation Holding Co., Ltd. and Jiangsu Provincial Railway Group Co., Ltd. Extraordinary Transactions |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| 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 6 funds |
| Bank of Shanghai Co., Ltd. | August 8, 2025 | Approve to Abolish Supervisory Board and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Baoshan Iron & Steel Co., Ltd. | August 8, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Beijing-Shanghai High-Speed Railway Co., Ltd. | September 15, 2025 | Approve Abolition of the Supervisory Board and Amendments to Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Buffalo, Inc. | June 25, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| Bunka Shutter Co. Ltd. | June 17, 2026 | Trigger Takeover Defense Plan in the Event where Dalton Investments Violates Plan Rules and Its Actions Can Be Recognized as Large-Scale Purchase Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| CANADIAN NATIONAL RAILWAY CO | May 1, 2026 | MANAGEMENT ADVISORY VOTE ON CLIMATE CHANGE Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| CANADIAN PACIFIC KANSAS CITY LIMITED | April 29, 2026 | MANAGEMENT ADVISORY VOTE ON CLIMATE CHANGE Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT GUILLERMO FRANCISCO HERNANDEZ MORALES AS DEPUTY SECRETARY Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| CEMEX SAB DE CV | March 26, 2026 | ELECT ROGER SALDANA MADERO AS BOARD SECRETARY Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| 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 9 funds |
| CHINA MERCHANTS SECURITIES CO LTD | June 26, 2026 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| 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 18 funds |
| CNGR Advanced Material Co., Ltd. | September 10, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| COCA-COLA EUROPACIFIC PARTNERS | May 28, 2026 | APPROVE WAIVER OF RULE 9 OF THE TAKEOVER CODE Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 10 funds |
| COSCO SHIPPING Holdings Co., Ltd. | October 31, 2025 | Approve Continuing Connected Transactions under the Master Financial Services Agreement and Annual Caps Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | The Company's proposal to ratify, on an advisory basis, the inclusion of the Ineligibility Provision in the Company's bylaws. Corporate Governance |
Other | Contested | FOR 8 funds |
AGAINST 2 funds |
| Cameco Corporation | May 7, 2026 | The Undersigned Hereby Certifies that the Shares Represented by this Proxy are Owned and Controlled by a Resident of Canada. Vote FOR = Yes and AGAINST = No. Other |
Other | None | FOR 3 funds |
AGAINST 2 funds |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 7: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| China CITIC Bank Corporation Limited | August 26, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China CITIC Bank Corporation Limited | August 26, 2025 | Amend Rules of Procedure of the Board of Directors Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China Energy Engineering Corporation Limited | December 23, 2025 | Amend Articles of Association and Dissolution of the Board of Supervisors Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China Everbright Bank Company Limited | July 29, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China Merchants Securities Co., Ltd. | December 19, 2025 | Approve Cancellation of Supervisory Committee and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| China Merchants Shekou Industrial Zone Holdings Co., Ltd. | September 29, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China National Building Material Company Limited | October 24, 2025 | Approve Deposit Services Transactions under Financial Services Framework Agreement, Caps and Related Transactions Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| China National Building Material Company Limited | October 24, 2025 | Approve Master Agreement on Mutual Provision of Products and Services, Annual Caps and Related Transactions Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| China National Building Material Company Limited | October 24, 2025 | Approve Transactions of Procurement of Engineering Services from the Parent and its Subsidiaries (Excluding the Company and Its Subsidiaries, but Including the Connected Subsidiaries of the Company), Annual Caps and Related Transactions Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| China National Nuclear Power Co., Ltd. | November 14, 2025 | Amend Rules and Procedures Regarding Meetings of Board of Directors Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China Pacific Insurance (Group) Co., Ltd. | August 29, 2025 | Approve Amendments to the Articles of Association and Related Transactions Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| China Petroleum & Chemical Corp. | December 18, 2025 | Approve Amendments to the Articles of Association, Rules of Procedure for the General Meetings, Rules of Procedure for the Board Meetings, Cancellation of the Supervisor Committee and Reduction of the Registered Capital Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| China Tower Corporation Limited | December 23, 2025 | Amend Articles of Association, Approve Abolishment of the Supervisory Committee of the Company, Amend Rules of Procedure for the General Meetings, Amend Rules of Procedure for the Board of Directors and Related Transactions Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 2 funds |
| China Yangtze Power Co., Ltd. | August 15, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Chongqing Changan Automobile Co. Ltd. | January 16, 2026 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| Chubu Electric Power Co., Inc. | June 25, 2026 | Remove Incumbent Director Katsuno, Satoru Director Elections |
Other | Against | FOR 2 funds |
AGAINST 9 funds |
| DOLLARAMA INC | June 11, 2026 | SP 2: Establish Formal Action Plan on Minimizing All Forms of Operations Waste Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| DOLLARAMA INC | June 11, 2026 | SP 3: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| DOLLARAMA INC | June 11, 2026 | SP 4: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| DOMINARI HOLDINGS, INC. | December 10, 2025 | To approve the renewal of the Rights Agreement, dated as of October 11, 2023, by and between the Company and Continental Stock Transfer & Trust Company (the "Rights Agreement") and extend the rights granted under Section 7(a) of the Rights Agreement through October 11, 2026. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| Daqin Railway Co., Ltd. | September 23, 2025 | Approve Abolition of the Supervisory Board and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Dyno Nobel Limited | December 17, 2025 | Approve Progress on Climate Change Transition Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 2 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Shareholder Proposal Regarding Retention of Equity Compensation |
Other | Against | FOR 5 funds |
AGAINST 17 funds |
| ENGIE BRASIL ENERGIA SA | April 24, 2026 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Not determined | ABSTAIN 1 fund |
AGAINST 1 fund |
| 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 5 funds |
| EUROFINS SCIENTIFIC SE | April 23, 2026 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | AGAINST 4 funds |
FOR 6 funds |
| East Money Information Co., Ltd. | December 15, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| FERROVIAL SE | April 9, 2026 | Approve Climate Strategy Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 8 funds |
| Fairfax Financial Holdings Limited | April 16, 2026 | Financed Emissions Disclosure Environment or Climate |
Other | Against | AGAINST 6 funds |
FOR 1 fund |
| GD Power Development Co., Ltd. | September 4, 2025 | Amend Articles of Association and Supporting Regulations Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| GREAT WALL MOTOR CO LTD | June 26, 2026 | Elect He Ping as Director and Determine His Remuneration Plan Director Elections |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| GRUPO AEROPORTUARIO DEL SURESTE SAB DE CV | January 26, 2026 | AUTHORIZE ANA MARIA POBLANNO CHANONA TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| GRUPO AEROPORTUARIO DEL SURESTE SAB DE CV | January 26, 2026 | AUTHORIZE RAFAEL ROBLES MIAJA TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| GRUPO BIMBO SAB DE CV | April 30, 2026 | RATIFY EXECUTIVE CHAIR Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| Gree Electric Appliances, Inc. of Zhuhai | November 24, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Grupo Aeroportuario del Sureste SA de CV | January 26, 2026 | Authorize Claudio R. Gongora Morales to Ratify and Execute Approved Resolutions Corporate Governance |
Other | For | FOR 2 funds |
ABSTAIN 1 fund |
| Guosen Securities Co., Ltd. | September 15, 2025 | Amend Internal Audit System Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| HAIER SMART HOME CO., LTD. | June 24, 2026 | Approve Renewal of the Financial Services Framework Agreement with Haier Group Corporation and Haier Group Finance Co., Ltd. and the Estimated Amount of Related-Party Transactions Thereunder Extraordinary Transactions |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HENKEL AG & CO. KGAA | April 27, 2026 | Approve Discharge of Shareholders' Committee for Fiscal Year 2025 Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 7 funds |
| HONGKONG LAND HOLDINGS LTD | May 7, 2026 | ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 9 funds |
| Hingham Institution for Savings | April 30, 2026 | To elect Jacqueline A. Youngworth as the Clerk of the Bank, to hold office until the 2027 Annual Meeting of Stockholders, and until her successor is duly elected and qualified; Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 7 funds |
| Hokuriku Electric Power Co. | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors, Statutory Auditors, and Senior Advisors Compensation |
Other | Against | FOR 3 funds |
AGAINST 2 funds |
| Hoshine Silicon Industry Co., Ltd. | October 28, 2025 | Approve Abolition of the Supervisory Board and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Huadian Power International Corporation Limited | November 18, 2025 | Approve Amendments to the Articles of Association and Abolishment of the Supervisory Committee Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Huaneng Power International, Inc. | September 23, 2025 | Amend Articles of Association (Excluding Provisions Relating to Class Shareholders) and Abolition of Supervisory Committee Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | FOR 6 funds |
AGAINST 20 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 6 funds |
| Iino Kaiun Kaisha, Ltd. | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| Industrial Bank Co., Ltd. | September 17, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| KURABO INDUSTRIES LTD. | June 26, 2026 | Amend Articles to Require Shareholder Approval for Introduction, Continuation, Amendment and Triggering of Takeover Defense (Poison Pill) Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| Konica Minolta, Inc. | June 17, 2026 | Amend Articles to Change Location of Head Office - Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| Kweichow Moutai Co., Ltd. | November 28, 2025 | Approve Amendments to Articles of Association and Its Annexes Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| LEGAL & GENERAL GROUP PLC | May 21, 2026 | Approve Climate and Nature Transition Plan Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 9 funds |
| Lite-On Technology Corp. | May 20, 2026 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
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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.