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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
Autobacs Seven Co., Ltd.	June 23, 2026	Elect Director Horii, Yugo Director Elections	Board	For	FOR 4 funds	Split 1 FOR, 1 AGAINST
Autodesk, Inc.	June 17, 2026	Election of Directors: Blake Irving Director Elections	Board	For	AGAINST 5 funds	Split 21 FOR, 1 AGAINST
Autodesk, Inc.	June 17, 2026	Election of Directors: John T. Cahill Director Elections	Board	For	FOR 5 funds	Split 20 FOR, 2 AGAINST
Autodesk, Inc.	June 17, 2026	Election of Directors: Rami Rahim Director Elections	Board	For	FOR 5 funds	Split 21 FOR, 1 AGAINST
Autodesk, Inc.	June 17, 2026	Election of Directors: Stacy J. Smith Director Elections	Board	For	FOR 5 funds	Split 20 FOR, 2 AGAINST
Automatic Data Processing, Inc.	November 12, 2025	Election of Directors: Sandra S. Wijnberg Director Elections	Board	For	FOR 6 funds	Split 20 FOR, 1 AGAINST
AvePoint, Inc.	May 5, 2026	Election of Directors: Brian Michael Brown Director Elections	Board	For	WITHHOLD 5 funds	Split 3 FOR, 3 WITHHOLD
AvePoint, Inc.	May 5, 2026	Election of Directors: Jeff Epstein Director Elections	Board	For	WITHHOLD 5 funds	Split 3 FOR, 3 WITHHOLD
AvePoint, Inc.	May 5, 2026	Election of Directors: John Ho Director Elections	Board	For	WITHHOLD 5 funds	Split 3 FOR, 3 WITHHOLD
Aviat Networks, Inc.	November 5, 2025	Election of Directors: Bryan Ingram Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 2 AGAINST
Aviat Networks, Inc.	November 5, 2025	Election of Directors: John Mutch Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 2 AGAINST
Aviat Networks, Inc.	November 5, 2025	Election of Directors: Laxmi Akkaraju Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 2 AGAINST
Axcelis Technologies, Inc.	May 5, 2026	Election of Directors: Jeanne Quirk Director Elections	Board	For	FOR 8 funds	Split 4 FOR, 3 WITHHOLD
Axial Retailing, Inc.	June 24, 2026	Appoint Statutory Auditor Hoshi, Hiroki Compensation	Board	For	AGAINST 3 funds	Split 1 FOR, 1 AGAINST
Axial Retailing, Inc.	June 24, 2026	Appoint Statutory Auditor Saito, Yoshihito Compensation	Board	For	AGAINST 3 funds	Split 1 FOR, 1 AGAINST
Axial Retailing, Inc.	June 24, 2026	Elect Director Hara, Kazuhiko Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 1 AGAINST
Axis Bank Limited	July 25, 2025	Approve Bhandari & Associates, Company Secretaries as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related	Board	For	FOR 2 funds	Split 3 FOR, 1 ABSTAIN
Axis Bank Limited	July 25, 2025	Reelect Mini Ipe as Director Director Elections	Board	For	FOR 2 funds	Split 2 FOR, 1 AGAINST, 1 ABSTAIN
Axos Financial, Inc.	November 13, 2025	Election of Directors: James J. Court Director Elections	Board	For	WITHHOLD 8 funds	Split 4 FOR, 3 WITHHOLD
Axos Financial, Inc.	November 13, 2025	Election of Directors: James S. Argalas Director Elections	Board	For	FOR 8 funds	Split 4 FOR, 3 WITHHOLD
Axos Financial, Inc.	November 13, 2025	Election of Directors: Roque A. Santi Director Elections	Board	For	FOR 8 funds	Split 4 FOR, 3 WITHHOLD
Axos Financial, Inc.	November 13, 2025	Election of Directors: Stefani D. Carter Director Elections	Board	For	WITHHOLD 8 funds	Split 4 FOR, 3 WITHHOLD
Azenta, Inc.	January 28, 2026	Election of Directors: Dipal Doshi Director Elections	Board	For	FOR 9 funds	Split 3 FOR, 2 WITHHOLD
Azenta, Inc.	January 28, 2026	Election of Directors: Frank E. Casal Director Elections	Board	For	FOR 9 funds	Split 3 FOR, 2 WITHHOLD
Azenta, Inc.	January 28, 2026	Election of Directors: Tina S. Nova Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BABCOCK INTERNATIONAL GROUP PLC	September 25, 2025	Authorise Issue of Equity without Pre-emptive Rights Capital Structure	Board	For	FOR 5 funds	Split 1 FOR, 1 AGAINST
BACKBLAZE, INC.	May 26, 2026	Election of one Class II director to hold office until the annual meeting of stockholders held in 2029. Jocelyn Carter-Miller Director Elections	Board	For	AGAINST 3 funds	Split 4 FOR, 1 AGAINST
BAKER HUGHES COMPANY	May 19, 2026	An advisory vote related to the Company's executive compensation program Say-on-Pay	Board	For	FOR 8 funds	Split 19 FOR, 1 AGAINST
BAKER HUGHES COMPANY	May 19, 2026	The approval of the Baker Hughes Company 2026 Long-Term Incentive Plan Compensation	Board	For	FOR 7 funds	Split 19 FOR, 1 AGAINST
BAKKT HOLDINGS, INC.	October 31, 2025	To approve the Options Proposal. Compensation	Board	For	FOR 1 fund	Split 2 FOR, 5 AGAINST
BANCA MEDIOLANUM S.P.A.	April 16, 2026	Approve Long Term Incentive Plan 2026-2028 Compensation	Board	For	AGAINST 2 funds	Split 4 FOR, 3 AGAINST
BANCA MEDIOLANUM S.P.A.	April 16, 2026	Approve Second Section of the Remuneration Report Say-on-Pay	Board	For	AGAINST 2 funds	Split 4 FOR, 3 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Approve Remuneration of Board Chair Compensation	Board	For	AGAINST 3 funds	Split 2 FOR, 4 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Elect Fabiana Massa as Director Director Elections	Board	For	FOR 3 funds	Split 4 FOR, 2 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Elect Fabrizio Palermo as Director Director Elections	Board	For	FOR 3 funds	Split 4 FOR, 2 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Elect Gianmarco Montanari as Director Director Elections	Board	For	AGAINST 3 funds	Split 2 FOR, 4 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Elect Rosa Cipriotti as Director Director Elections	Board	For	AGAINST 3 funds	Split 2 FOR, 4 AGAINST
BANCA MONTE DEI PASCHI DI SIENA SPA	April 15, 2026	Slate 1 Submitted by Board of Directors Director Elections	Board	For	FOR 3 funds	Split 4 FOR, 2 AGAINST
BANCO BPM S.P.A.	April 16, 2026	Elect Alberto Oliveti as Director Director Elections	Board	For	AGAINST 3 funds	Split 3 FOR, 4 AGAINST
BANCO BPM S.P.A.	April 16, 2026	Elect Maurizio Comoli as Director Director Elections	Board	For	AGAINST 3 funds	Split 3 FOR, 4 AGAINST
BANCO BTG PACTUAL SA	April 30, 2026	Elect Andre Santos Esteves as Director Director Elections	Board	For	AGAINST 1 fund	Split 2 FOR, 2 AGAINST
BANCO BTG PACTUAL SA	April 30, 2026	Elect Joao Marcello Dantas Leite as Director Director Elections	Board	For	AGAINST 1 fund	Split 3 FOR, 1 AGAINST
BANCO BTG PACTUAL SA	April 30, 2026	Elect John Huw Gwili Jenkins as Director Director Elections	Board	For	AGAINST 1 fund	Split 3 FOR, 1 AGAINST
BANCO BTG PACTUAL SA	April 30, 2026	Elect Nelson Azevedo Jobim as Director Director Elections	Board	For	AGAINST 1 fund	Split 3 FOR, 1 AGAINST
BANCO COMERCIAL PORTUGUES, SA	May 7, 2026	Ratify Co-option of Tao Li (Vincent Li) as Director for 2022-2025 Term Director Elections	Board	For	FOR 2 funds	Split 3 FOR, 3 AGAINST
BANCO DE SABADELL SA	May 5, 2026	Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent Capital Structure	Board	For	FOR 4 funds	Split 3 FOR, 3 AGAINST
BANCO DE SABADELL SA	May 5, 2026	Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 2 Billion with Exclusion of Preemptive Rights up to 10 Percent of Capital Capital Structure	Board	For	FOR 4 funds	Split 3 FOR, 3 AGAINST
BANCO DO BRASIL SA BB BRASIL	April 29, 2026	Authorize Alienation of Treasury Shares (BBAS3) to Certain Bank's Subsidiaries for the Purpose of Enabling Those Subsidiaries to Pay the Equity Portion of the Annual Variable Compensation of Their Administrators Compensation	Board	For	AGAINST 2 funds	Split 1 FOR, 1 AGAINST
BANCO DO BRASIL SA BB BRASIL	April 29, 2026	Authorize Alienation of Treasury Shares (BBAS3) to Enable the Granting of Employee Incentives under Incentive Programs Regulated by the Bank Compensation	Board	For	AGAINST 2 funds	Split 1 FOR, 1 AGAINST
BANCO SANTANDER SA	March 26, 2026	Authorize Issuance of Convertible Bonds up to EUR 10 Billion with Exclusion of Preemptive Rights up to 10 Percent of Capital Capital Structure	Board	For	FOR 3 funds	Split 4 FOR, 4 AGAINST
BANDWIDTH INC.	May 28, 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 8 funds	Split 5 FOR, 1 AGAINST
BANDWIDTH INC.	May 28, 2026	To elect two Class III directors to serve until the 2029 annual meeting of stockholders and until their successors are duly elected and qualified; David A. Morken Director Elections	Board	For	WITHHOLD 7 funds	Split 5 FOR, 1 WITHHOLD
BANK OF HAWAII CORPORATION	April 24, 2026	Say on Pay - An advisory vote on executive compensation. Say-on-Pay	Board	For	AGAINST 9 funds	Split 5 FOR, 3 AGAINST
BANK OF JIANGSU CO LTD	June 26, 2026	Approve to Appoint Auditor Audit-related	Board	For	FOR 6 funds	Split 1 FOR, 1 ABSTAIN
BANK OF MARIN BANCORP	May 27, 2026	Election of Directors: Nicolas C. Anderson Director Elections	Board	For	FOR 7 funds	Split 4 FOR, 1 WITHHOLD
BANK7 CORP.	May 20, 2026	Advisory vote on named executive officer compensation. Say-on-Pay	Board	For	FOR 7 funds	Split 5 FOR, 1 AGAINST
BANKWELL FINANCIAL GROUP, INC.	May 20, 2026	Election of Directors: Carl M. Porto Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 5 WITHHOLD
BANKWELL FINANCIAL GROUP, INC.	May 20, 2026	Election of Directors: Eric J. Dale Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 5 WITHHOLD
BANKWELL FINANCIAL GROUP, INC.	May 20, 2026	Election of Directors: Todd H. Lampert Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 5 WITHHOLD
BAYER AG	April 24, 2026	Elect Alfred Stern to the Supervisory Board Director Elections	Board	For	FOR 3 funds	Split 4 FOR, 4 AGAINST
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	Split 4 FOR, 3 AGAINST
BEAZLEY PLC	April 22, 2026	Approve Remuneration Policy Say-on-Pay	Board	For	AGAINST 7 funds	Split 1 FOR, 1 AGAINST
BEAZLEY PLC	April 22, 2026	Re-elect Cecilia Leuzinger as Director Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 1 AGAINST
BEAZLEY PLC	April 22, 2026	Re-elect Nicola Hodson as Director Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 1 AGAINST
BEAZLEY PLC	April 22, 2026	Re-elect Rajesh Agrawal as Director Director Elections	Board	For	FOR 7 funds	Split 1 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Advisory vote to approve named executive officer compensation Say-on-Pay	Board	For	FOR 8 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Approval of an amendment to the 2004 Employee and Director Equity-Based Compensation Plan Compensation	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: Christopher Jones Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: Claire M. Fraser Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: Joanne Waldstreicher Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: R. Andrew Eckert Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: Thomas E. Polen Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Election of Directors: William M. Brown Director Elections	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BECTON, DICKINSON AND COMPANY	January 27, 2026	Ratification of the selection of the independent registered public accounting firm Audit-related	Board	For	FOR 7 funds	Split 18 FOR, 1 AGAINST
BELLRING BRANDS, INC.	January 28, 2026	Election of Directors: Robert V. Vitale Director Elections	Board	For	FOR 8 funds	Split 3 FOR, 2 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Barry J. Bentley Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Brian F. Hughes Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Gregory S. Bentley Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Janet B. Haugen Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Keith A. Bentley Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
BENTLEY SYSTEMS, INCORPORATED	May 21, 2026	Election of Directors: Raymond B. Bentley Director Elections	Board	For	WITHHOLD 5 funds	Split 2 FOR, 4 WITHHOLD
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	Split 9 FOR, 10 AGAINST
BGC GROUP INC.	November 12, 2025	Approval, on an advisory basis, of executive compensation. Say-on-Pay	Board	For	AGAINST 7 funds	Split 3 FOR, 3 AGAINST
BGC Group, Inc.	November 12, 2025	Election of Directors: Arthur U. Mbanefo Director Elections	Board	For	WITHHOLD 6 funds	Split 3 FOR, 3 WITHHOLD
BGC Group, Inc.	November 12, 2025	Election of Directors: David P. Richards Director Elections	Board	For	WITHHOLD 6 funds	Split 3 FOR, 3 WITHHOLD
BGC Group, Inc.	November 12, 2025	Election of Directors: Linda A. Bell Director Elections	Board	For	WITHHOLD 6 funds	Split 3 FOR, 3 WITHHOLD
BGC Group, Inc.	November 12, 2025	Election of Directors: William D. Addas Director Elections	Board	For	WITHHOLD 6 funds	Split 3 FOR, 3 WITHHOLD
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	Split 5 FOR, 1 WITHHOLD
BIO-RAD LABORATORIES, INC.	April 21, 2026	Nominees: Arnold A. Pinkston Director Elections	Board	For	FOR 8 funds	Split 2 FOR, 5 AGAINST
BIO-RAD LABORATORIES, INC.	April 21, 2026	Nominees: Melinda Litherland Director Elections	Board	For	FOR 8 funds	Split 2 FOR, 5 AGAINST
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	Split 6 FOR, 11 AGAINST
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	Split 4 FOR, 3 AGAINST, 1 ABSTAIN
BIOCRYST PHARMACEUTICALS, INC.	June 11, 2026	To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay	Board	For	AGAINST 6 funds	Split 1 FOR, 8 AGAINST
BIOMERIEUX SA	May 28, 2026	ELECT FRANCOIS LACOSTE AS DIRECTOR Director Elections	Board	For	AGAINST 3 funds	Split 4 FOR, 4 AGAINST
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	Split 5 FOR, 2 AGAINST
BK Technologies Corporation	June 18, 2026	To elect seven directors to serve one-year terms: E. Gray Payne Director Elections	Board	For	FOR 4 funds	Split 2 FOR, 5 WITHHOLD
BKV Corp.	June 11, 2026	Election of Class II Directors: Akaraphong Dayananda Director Elections	Board	For	WITHHOLD 6 funds	Split 4 FOR, 1 WITHHOLD
BKV Corp.	June 11, 2026	Election of Class II Directors: Thiti Mekavichai Director Elections	Board	For	WITHHOLD 6 funds	Split 4 FOR, 1 WITHHOLD
BLACKROCK, INC.	May 20, 2026	Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay	Board	For	AGAINST 8 funds	Split 9 FOR, 6 AGAINST
BLOOMIN' BRANDS, INC.	April 22, 2026	Approval of the Amended and Restated Bloomin' Brands, Inc. 2025 Omnibus Incentive Compensation Plan Compensation	Board	For	FOR 5 funds	Split 4 FOR, 1 AGAINST

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.