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Dimensional vs Equitable: how alike they voted, 2025-2026

94.6% When both took a single position, they voted the same way on 94.6% of 51,620 items (48,808 the same, 2,812 different). 5,938 items where at least one of them split its funds are listed separately below. Both voted on 57,558 items in all.

Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

5,938 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
American Assets Trust, Inc.	June 1, 2026	Election of Directors: Joy L. Schaefer Director Elections	Board	For	WITHHOLD 1 fund	Split 3 FOR, 3 WITHHOLD
American Assets Trust, Inc.	June 1, 2026	Election of Directors: Thomas S. Olinger Director Elections	Board	For	FOR 1 fund	Split 3 FOR, 3 WITHHOLD
American Axle & Manufacturing Holdings, Inc.	July 15, 2025	To approve the proposed issuance of AAM Shares (the "Share Issuance") to the shareholders of Dowlais Group plc ("Dowlais"), a public limited company incorporated in England and Wales, representing the stock consideration in the proposed acquisition by AAM of the entire issued and to be issued share capital of Dowlais (the "Combination"). Pursuant to the Combination, the shareholders of Dowlais ("Dowlais Shareholders") will be entitled to receive, for each ordinary share of 1 pence each in the capital of Dowlais (each, a "Dowlais Share" and, collectively, the "Dowlais Shares") held by such shareholder, 42 pence per share in cash and 0.0863 new AAM Shares (the "Share Issuance Proposal"); and Extraordinary Transactions	Board	For	FOR 8 funds	Split 3 FOR, 1 ABSTAIN
American Coastal Insurance Corporation	May 26, 2026	Election of Directors To be elected for terms expiring in 2028: Alec L. Poitevint, II Class B Nominee Director Elections	Board	For	FOR 7 funds	Split 5 FOR, 1 ABSTAIN
American Coastal Insurance Corporation	May 26, 2026	Election of Directors To be elected for terms expiring in 2028: Kern M. Davis, M.D. Class B Nominee Director Elections	Board	For	AGAINST 7 funds	Split 5 FOR, 1 ABSTAIN
American Coastal Insurance Corporation	May 26, 2026	Election of Directors To be elected for terms expiring in 2028: Patrick F. Maroney Class B Nominee Director Elections	Board	For	FOR 7 funds	Split 5 FOR, 1 ABSTAIN
American Coastal Insurance Corporation	May 26, 2026	Election of Directors To be elected for terms expiring in 2028: William H. Hood, III Class B Nominee Director Elections	Board	For	FOR 7 funds	Split 5 FOR, 1 ABSTAIN
American International Group, Inc.	May 13, 2026	Election of Directors: Diana M. Murphy Director Elections	Board	For	AGAINST 7 funds	Split 17 FOR, 1 AGAINST
American International Group, Inc.	May 13, 2026	Election of Directors: JAMES COLE, JR. Director Elections	Board	For	FOR 7 funds	Split 17 FOR, 1 AGAINST
American International Group, Inc.	May 13, 2026	Election of Directors: JOHN G. RICE Director Elections	Board	For	FOR 7 funds	Split 17 FOR, 1 AGAINST
American States Water Company	May 19, 2026	Election of Class III Directors: Mr. C. James Levin Director Elections	Board	For	FOR 5 funds	Split 4 FOR, 2 WITHHOLD
American States Water Company	May 19, 2026	Election of Class III Directors: Mr. Roger M. Ervin Director Elections	Board	For	FOR 5 funds	Split 4 FOR, 2 WITHHOLD
American States Water Company	May 19, 2026	Election of Class III Directors: Mr. Thomas A. Eichelberger Director Elections	Board	For	FOR 5 funds	Split 4 FOR, 2 WITHHOLD
American Vanguard Corporation	July 2, 2025	Election of Directors: Steven D. Macicek Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
Ameriprise Financial, Inc.	April 29, 2026	Election of Directors: Amy DiGeso Director Elections	Board	For	FOR 6 funds	Split 22 FOR, 1 AGAINST
Ameriprise Financial, Inc.	April 29, 2026	Election of Directors: Dianne Neal Blixt Director Elections	Board	For	FOR 6 funds	Split 22 FOR, 1 AGAINST
Ameriprise Financial, Inc.	April 29, 2026	Election of Directors: James M. Cracchiolo Director Elections	Board	For	FOR 6 funds	Split 22 FOR, 1 AGAINST
Ameriprise Financial, Inc.	April 29, 2026	Election of Directors: Robert F. Sharpe, Jr. Director Elections	Board	For	FOR 6 funds	Split 22 FOR, 1 AGAINST
Ames National Corporation	April 29, 2026	Election of Directors, who will serve a three-year term: Jeffery C. Baker Director Elections	Board	For	FOR 8 funds	Split 4 FOR, 1 WITHHOLD
Ames National Corporation	April 29, 2026	Election of Directors, who will serve a three-year term: Patrick G. Hagan Director Elections	Board	For	FOR 8 funds	Split 4 FOR, 1 WITHHOLD
Amneal Pharmaceuticals, Inc.	May 6, 2026	Election of Directors: Paul Meister Director Elections	Board	For	AGAINST 5 funds	Split 4 FOR, 3 AGAINST
Amplitude, Inc.	June 9, 2026	The election of three Class II directors to hold office until the 2029 Annual Meeting of Stockholders, and until each such director's respective successor is elected and qualified: Pat Grady Director Elections	Board	For	WITHHOLD 3 funds	Split 3 FOR, 1 WITHHOLD
Amvis Holdings, Inc.	December 19, 2025	Elect Director Shibahara, Keiichi Director Elections	Board	For	FOR 1 fund	Split 1 FOR, 1 ABSTAIN
Angi Inc.	June 10, 2026	Election of Class II Directors: Glenn H. Schiffman Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 5 WITHHOLD
Angi Inc.	June 10, 2026	Election of Class II Directors: Sandra Buchanan Director Elections	Board	For	WITHHOLD 5 funds	Split 5 FOR, 2 WITHHOLD
Anika Therapeutics, Inc.	June 18, 2026	Election of three Class III Directors: Gary P. Fischetti Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 1 AGAINST
Anika Therapeutics, Inc.	June 18, 2026	Election of three Class III Directors: John B. Henneman, III Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 1 AGAINST
Antero Midstream Corporation	June 3, 2026	Class I Nominees: W. Howard Keenan, Jr. Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
Antero Resources Corporation	June 3, 2026	Class I Nominees: Brenda R. Schroer Director Elections	Board	For	WITHHOLD 7 funds	Split 2 FOR, 4 WITHHOLD
Antero Resources Corporation	June 3, 2026	Class I Nominees: Thomas B. Tyree, Jr. Director Elections	Board	For	WITHHOLD 7 funds	Split 2 FOR, 4 WITHHOLD
Aozora Bank Ltd.	June 23, 2026	Elect Director Omi, Hideto Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 1 AGAINST
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	Split 4 FOR, 2 AGAINST
Apogee Enterprises, Inc.	June 24, 2026	ELECTION OF DIRECTORS: Class I Directors: Donald A. Nolan Director Elections	Board	For	FOR 7 funds	Split 3 FOR, 2 AGAINST
Apogee Enterprises, Inc.	June 24, 2026	ELECTION OF DIRECTORS: Class I Directors: Patricia K. Wagner Director Elections	Board	For	FOR 7 funds	Split 3 FOR, 2 AGAINST
AppFolio, Inc.	June 12, 2026	Election of Class II Directors: Olivia Nottebohm Director Elections	Board	For	WITHHOLD 4 funds	Split 2 FOR, 4 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: BARBARA MESSING Director Elections	Board	For	WITHHOLD 6 funds	Split 9 FOR, 7 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: CRAIG BILLINGS Director Elections	Board	For	FOR 6 funds	Split 15 FOR, 2 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: Eduardo Vivas Director Elections	Board	For	WITHHOLD 6 funds	Split 10 FOR, 7 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: HERALD CHEN Director Elections	Board	For	WITHHOLD 6 funds	Split 9 FOR, 7 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: MARGARET GEORGIADIS Director Elections	Board	For	WITHHOLD 6 funds	Split 9 FOR, 7 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: MAYNARD WEBB Director Elections	Board	For	WITHHOLD 6 funds	Split 9 FOR, 7 WITHHOLD
AppLovin Corporation	June 3, 2026	Election of Directors: TODD MORGENFELD Director Elections	Board	For	FOR 6 funds	Split 9 FOR, 7 WITHHOLD
Appier Group, Inc.	March 27, 2026	Elect Director Chih-Han Yu Director Elections	Board	For	FOR 1 fund	Split 1 FOR, 1 AGAINST
Applied Materials, Inc.	March 12, 2026	Election of Directors: Kevin P. March Director Elections	Board	For	FOR 6 funds	Split 21 FOR, 1 AGAINST
Applied Optoelectronics, Inc.	June 4, 2026	Class I Directors for Election: Che-Wei Lin Director Elections	Board	For	FOR 4 funds	Split 5 FOR, 4 WITHHOLD
AptarGroup, Inc.	May 6, 2026	Election of Directors: B. Craig Owens Director Elections	Board	For	FOR 7 funds	Split 2 FOR, 4 AGAINST
AptarGroup, Inc.	May 6, 2026	Election of Directors: Candace Matthews Director Elections	Board	For	FOR 7 funds	Split 2 FOR, 4 AGAINST
AptarGroup, Inc.	May 6, 2026	Election of Directors: George L. Fotiades Director Elections	Board	For	FOR 7 funds	Split 2 FOR, 4 AGAINST
AptarGroup, Inc.	May 6, 2026	Election of Directors: Julie Xing Director Elections	Board	For	FOR 7 funds	Split 2 FOR, 4 AGAINST
Arclands Corp.	May 28, 2026	Elect Director Sato, Yoshifumi Director Elections	Board	For	FOR 2 funds	Split 1 FOR, 1 AGAINST
Arcus Biosciences, Inc.	June 11, 2026	Election of Directors: David Lacey, M.D. Director Elections	Board	For	WITHHOLD 3 funds	Split 4 FOR, 3 WITHHOLD
Arcus Biosciences, Inc.	June 11, 2026	Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections	Board	For	WITHHOLD 3 funds	Split 4 FOR, 3 WITHHOLD
Arcus Biosciences, Inc.	June 11, 2026	Election of Directors: Johanna Mercier Director Elections	Board	For	WITHHOLD 3 funds	Split 4 FOR, 3 WITHHOLD
Arcus Biosciences, Inc.	June 11, 2026	Election of Directors: Nicole Lambert Director Elections	Board	For	WITHHOLD 3 funds	Split 4 FOR, 3 WITHHOLD
Ares Management Corporation	June 8, 2026	Election of Directors: Antoinette Bush Director Elections	Board	For	AGAINST 5 funds	Split 10 FOR, 8 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Antony P. Ressler Director Elections	Board	For	AGAINST 5 funds	Split 16 FOR, 3 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Ashish Bhutani Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Bennett Rosenthal Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: David B. Kaplan Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Dr. Judy D. Olian Director Elections	Board	For	AGAINST 5 funds	Split 5 FOR, 13 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Eileen Naughton Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Michael J Arougheti Director Elections	Board	For	AGAINST 5 funds	Split 16 FOR, 3 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Michael Lynton Director Elections	Board	For	AGAINST 5 funds	Split 16 FOR, 3 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: Paul G. Joubert Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Ares Management Corporation	June 8, 2026	Election of Directors: R. Kipp deVeer Director Elections	Board	For	AGAINST 5 funds	Split 18 FOR, 1 AGAINST
Argo Graphics, Inc.	June 18, 2026	Elect Director Ozaki, Muneshi Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 1 AGAINST
Arhaus, Inc.	May 14, 2026	To elect three Directors, each to serve a three-year term: Rick Doody Director Elections	Board	For	WITHHOLD 6 funds	Split 3 FOR, 1 WITHHOLD
Arista Networks, Inc.	May 29, 2026	Election of Directors: Greg Lavender Director Elections	Board	For	WITHHOLD 5 funds	Split 10 FOR, 9 WITHHOLD
Arista Networks, Inc.	May 29, 2026	Election of Directors: Lewis Chew Director Elections	Board	For	WITHHOLD 5 funds	Split 10 FOR, 9 WITHHOLD
Arista Networks, Inc.	May 29, 2026	Election of Directors: Mark B. Templeton Director Elections	Board	For	WITHHOLD 5 funds	Split 5 FOR, 15 WITHHOLD
Arlo Technologies, Inc.	June 18, 2026	Election of three Class II directors for three-year terms: Amy Rothstein Director Elections	Board	For	WITHHOLD 2 funds	Split 4 FOR, 3 WITHHOLD
Arlo Technologies, Inc.	June 18, 2026	Election of three Class II directors for three-year terms: Grady K. Summers Director Elections	Board	For	WITHHOLD 2 funds	Split 4 FOR, 3 WITHHOLD
Arlo Technologies, Inc.	June 18, 2026	Election of three Class II directors for three-year terms: Prashant (Sean) Aggarwal Director Elections	Board	For	WITHHOLD 2 funds	Split 4 FOR, 3 WITHHOLD
Arrivent BioPharma, Inc.	June 18, 2026	Election of Directors: John Hohneker, M.D. Director Elections	Board	For	WITHHOLD 1 fund	Split 4 FOR, 1 WITHHOLD
Arrowhead Pharmaceuticals, Inc.	March 19, 2026	Election of Directors: Michael S. Perry Director Elections	Board	For	FOR 1 fund	Split 4 FOR, 3 AGAINST
Arvinas, Inc.	June 24, 2026	Election of two Class II directors: Leslie V. Norwalk, Esq. Director Elections	Board	For	WITHHOLD 3 funds	Split 4 FOR, 2 WITHHOLD
Asahi Intecc Co., Ltd.	September 25, 2025	Elect Director Miyata, Kenji Director Elections	Board	For	FOR 1 fund	Split 1 FOR, 1 AGAINST
Asahi Kasei Corp.	June 24, 2026	Elect Director Kudo, Koshiro Director Elections	Board	For	FOR 4 funds	Split 4 FOR, 4 AGAINST
Asbury Automotive Group, Inc.	May 4, 2026	Election of Directors: David W. Hult Director Elections	Board	For	Split 7 FOR, 1 WITHHOLD	FOR 6 funds
Ascent Industries Co.	June 10, 2026	Election of Directors: Aldo J. Mazzaferro Director Elections	Board	For	AGAINST 4 funds	Split 1 FOR, 5 AGAINST
Aspen Aerogels, Inc.	May 13, 2026	Election of Directors: Donald R. Young Director Elections	Board	For	WITHHOLD 6 funds	Split 5 FOR, 1 WITHHOLD
Aspen Aerogels, Inc.	May 13, 2026	Election of Directors: Steven R. Mitchell Director Elections	Board	For	WITHHOLD 6 funds	Split 5 FOR, 1 WITHHOLD
Astec Industries, Inc.	April 24, 2026	To re-elect to our Board of Directors the two director nominees named herein to serve for three-year terms or until their successor is duly elected and qualified; ELECTION OF DIRECTORS: Nalin Jain Director Elections	Board	For	FOR 9 funds	Split 3 FOR, 1 WITHHOLD
Atea Pharmaceuticals, Inc.	June 18, 2026	Election of Class III Directors: Barbara Duncan Director Elections	Board	For	WITHHOLD 4 funds	Split 5 FOR, 2 WITHHOLD
Atea Pharmaceuticals, Inc.	June 18, 2026	Election of Class III Directors: Howard Berman, PhD Director Elections	Board	For	WITHHOLD 4 funds	Split 5 FOR, 2 WITHHOLD
Atea Pharmaceuticals, Inc.	June 18, 2026	Election of Class III Directors: Jerome Adams, MD, MPH Director Elections	Board	For	WITHHOLD 4 funds	Split 5 FOR, 2 WITHHOLD
Atlassian Corporation	December 2, 2025	Election of Directors: Michelle Zatlyn Director Elections	Board	For	FOR 4 funds	Split 5 FOR, 4 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Richard P. Wong Director Elections	Board	For	AGAINST 4 funds	Split 4 FOR, 5 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Sasan Goodarzi Director Elections	Board	For	FOR 4 funds	Split 5 FOR, 4 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Scott Belsky Director Elections	Board	For	FOR 4 funds	Split 5 FOR, 4 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Scott Farquhar Director Elections	Board	For	AGAINST 4 funds	Split 5 FOR, 4 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Shona L. Brown Director Elections	Board	For	AGAINST 4 funds	Split 4 FOR, 5 AGAINST
Atlassian Corporation	December 2, 2025	Election of Directors: Steven Sordello Director Elections	Board	For	FOR 4 funds	Split 5 FOR, 4 AGAINST
Atmos Energy Corporation	February 4, 2026	Election of Directors: Kim R. Cocklin Director Elections	Board	For	FOR 5 funds	Split 20 FOR, 1 AGAINST
Atmos Energy Corporation	February 4, 2026	Election of Directors: Nancy K. Quinn Director Elections	Board	For	FOR 5 funds	Split 20 FOR, 1 AGAINST
Atmos Energy Corporation	February 4, 2026	Election of Directors: Rafael G. Garza Director Elections	Board	For	FOR 5 funds	Split 17 FOR, 3 AGAINST
Aura Biosciences, Inc.	June 11, 2026	To elect two Class II directors to our Board of Directors, to serve until the 2029 annual meeting of stockholders and until their successor has been duly elected and qualified, or until their earlier death, resignation or removal: David Johnson Director Elections	Board	For	WITHHOLD 3 funds	Split 6 FOR, 1 WITHHOLD
Aurora Innovation, Inc.	May 21, 2026	Election of Directors: Gloria Boyland Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
Aurora Innovation, Inc.	May 21, 2026	Election of Directors: Michelangelo Volpi Director Elections	Board	For	WITHHOLD 5 funds	Split 1 FOR, 5 WITHHOLD
AutoNation, Inc.	April 28, 2026	Election of Directors: Rick L. Burdick Director Elections	Board	For	Split 6 FOR, 1 AGAINST	FOR 9 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.