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
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 |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Howard G. Buffett Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Kenneth I. Chenault Director Elections |
Board | For | WITHHOLD 6 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Meryl B. Witmer Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Stephen B. Burke Director Elections |
Board | For | WITHHOLD 6 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Susan A. Buffett Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Susan L. Decker Director Elections |
Board | For | FOR 6 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Thomas S. Murphy, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Warren E. Buffett Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berry Corporation (bry) | December 15, 2025 | The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated September 14, 2025, by and among California Resources Corporation ("CRC"), Dornoch Merger Sub, LLC ("Merger Sub"), and Berry Corporation (bry) ("Berry") (as it may be amended from time to time), providing for the merger of Merger Sub with and into Berry, with Berry surviving as a direct, wholly-owned subsidiary of CRC (the "Merger"). Extraordinary Transactions |
Board | For | FOR 6 funds |
Split 5 FOR, 1 ABSTAIN |
| Bic Camera, Inc. | November 20, 2025 | Elect Director Akiho, Toru Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Bill Holdings, Inc. | December 11, 2025 | To elect the directors listed below: Allie Kline Director Elections |
Board | For | WITHHOLD 8 funds |
Split 2 FOR, 4 WITHHOLD |
| Bill Holdings, Inc. | December 11, 2025 | To elect the directors listed below: David Hornik Director Elections |
Board | For | WITHHOLD 8 funds |
Split 2 FOR, 4 WITHHOLD |
| BioCryst Pharmaceuticals, Inc. | June 11, 2026 | Election of Directors (each to serve until the 2029 Annual Meeting of Stockholders): Theresa M. Heggie Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Amy DuRoss Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Joydeep Goswami Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Rachel Ellingson Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Timothy L. Moore Director Elections |
Board | For | FOR 7 funds |
Split 5 FOR, 1 WITHHOLD |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Ian T. Clark Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 4 AGAINST |
| Birkenstock Holding Plc | April 29, 2026 | Elect Director Alexandre Arnault Director Elections |
Board | For | AGAINST 8 funds |
Split 3 FOR, 3 AGAINST |
| Birkenstock Holding Plc | April 29, 2026 | Elect Director Ruth Kennedy Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to amend the restated articles of incorporation of Black Hills (the "Black Hills Charter") to increase the authorized shares from 100 million to 300 million (the "Black Hills Share Increase Proposal"); Capital Structure |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to approve the issuance of shares of common stock, par value $1.00 per share, of Black Hills ("Black Hills Common Stock"), pursuant to the terms of the Agreement and Plan of Merger, dated as of August 18, 2025 (the "Merger Agreement"), by and among Black Hills, River Merger Sub Inc. ("Merger Sub"), and NorthWestern Energy Group, Inc. ("NorthWestern") (the "Black Hills Issuance Proposal"); Extraordinary Transactions |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to increase the authorized indebtedness of Black Hills from $8 billion to $20 billion (the "Black Hills Indebtedness Increase Proposal"); Capital Structure |
Board | For | FOR 5 funds |
Split 4 FOR, 3 ABSTAIN |
| Black Hills Corporation | April 2, 2026 | To vote on an advisory vote on the merger-related compensation arrangements of Black Hills' named executive officers (the "Black Hills Merger-Related Compensation Proposal"); and Say-on-Pay |
Board | For | FOR 6 funds |
Split 4 FOR, 3 ABSTAIN |
| Black Hills Corporation | April 29, 2026 | Election of Directors: Anne G. Waleski Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Black Hills Corporation | April 29, 2026 | Election of Directors: Scott M. Prochazka Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| Black Hills Corporation | April 29, 2026 | Election of Directors: Teresa A. Taylor Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| BlackSky Technology Inc. | September 10, 2025 | Election of Class I Directors: David DiDomenico Director Elections |
Board | For | WITHHOLD 6 funds |
Split 5 FOR, 1 WITHHOLD |
| BlackSky Technology Inc. | September 10, 2025 | Election of Class I Directors: Magid Abraham Director Elections |
Board | For | WITHHOLD 6 funds |
Split 5 FOR, 1 WITHHOLD |
| Block, Inc. | June 16, 2026 | TO ELECT FOUR CLASS II DIRECTORS TO SERVE UNTIL OUR 2029 ANNUAL MEETING OF STOCKHOLDERS AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED AND QUALIFIED: ROELOF BOTHA Director Elections |
Board | For | WITHHOLD 6 funds |
Split 4 FOR, 9 WITHHOLD |
| Bloom Energy Corporation | May 21, 2026 | Election of our four Class II Directors: Eddy Zervigon Director Elections |
Board | For | WITHHOLD 3 funds |
Split 3 FOR, 4 WITHHOLD |
| Blue Zones Holdings Co. Ltd. | June 23, 2026 | Elect Director Kawano, Sumito Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Mitchell B. Lewis Director Elections |
Board | For | AGAINST 8 funds |
Split 1 FOR, 5 AGAINST |
| Boise Cascade Company | April 30, 2026 | Election of Directors: Nate Jorgensen Director Elections |
Board | For | Split 7 FOR, 1 AGAINST |
FOR 6 funds |
| Booz Allen Hamilton Holding Corporation | July 23, 2025 | Election of Directors: Horacio D. Rozanski Director Elections |
Board | For | FOR 5 funds |
Split 8 FOR, 1 AGAINST |
| Borr Drilling Limited | May 20, 2026 | Elect Director Mi Hong Yoon Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 1 AGAINST |
| Borr Drilling Limited | May 20, 2026 | Elect Director Neil J. Glass Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 3 AGAINST |
| Borr Drilling Limited | May 20, 2026 | Elect Director Thiago Mordehachvili Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 1 AGAINST |
| Borr Drilling Limited | May 20, 2026 | Elect Director Tor Olav Troim Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 1 AGAINST |
| Boss Energy Limited | November 20, 2025 | Approve Issuance of LTI Performance Rights to Matt Dusci Compensation |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Boss Energy Limited | November 20, 2025 | Approve Remuneration Report Compensation |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Boss Energy Limited | November 20, 2025 | Elect Wyatt Buck as Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Boston Beer Company, Inc. | May 27, 2026 | Advisory vote to approve our named executive officers' executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 1 FOR, 8 AGAINST |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 WITHHOLD |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: Cathy R. Smith Director Elections |
Board | For | FOR 7 funds |
Split 22 FOR, 1 AGAINST |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: David C. Habiger Director Elections |
Board | For | FOR 7 funds |
Split 22 FOR, 1 AGAINST |
| Boston Scientific Corporation | April 30, 2026 | Proposal to elect ten Directors: Michael F. Mahoney Director Elections |
Board | For | FOR 7 funds |
Split 22 FOR, 1 AGAINST |
| Bowhead Specialty Holdings Inc. | April 30, 2026 | Election of Directors: David Holman Director Elections |
Board | For | WITHHOLD 7 funds |
Split 1 FOR, 3 WITHHOLD |
| Bowman Consulting Group Ltd. | May 28, 2026 | Election of the two Class II directors nominated by our Board of Directors and named in the proxy statement to serve for three-year terms expiring at the 2029 Annual Meeting of Stockholders: Virginia Grebbien Director Elections |
Board | For | WITHHOLD 7 funds |
Split 6 FOR, 1 WITHHOLD |
| Boyd Gaming Corporation | May 7, 2026 | Election of Directors: Christine J. Spadafor Director Elections |
Board | For | FOR 4 funds |
Split 7 FOR, 1 WITHHOLD |
| Boyd Gaming Corporation | May 7, 2026 | Election of Directors: Marianne Boyd Johnson Director Elections |
Board | For | FOR 4 funds |
Split 7 FOR, 1 WITHHOLD |
| Boyd Gaming Corporation | May 7, 2026 | Election of Directors: William R. Boyd Director Elections |
Board | For | FOR 4 funds |
Split 7 FOR, 1 WITHHOLD |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebeca Odino-Johnson Director Elections |
Board | For | AGAINST 1 fund |
Split 4 FOR, 1 AGAINST |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebecca Musser Director Elections |
Board | For | AGAINST 1 fund |
Split 4 FOR, 1 AGAINST |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Richard J. Stockton Director Elections |
Board | For | AGAINST 1 fund |
Split 4 FOR, 1 AGAINST |
| Brambles Limited | October 23, 2025 | Elect Maxine Nicole Brenner as Director Director Elections |
Board | For | FOR 4 funds |
Split 9 FOR, 1 AGAINST |
| Brambles Limited | October 23, 2025 | Elect Vikas Bansal as Director Director Elections |
Board | For | FOR 4 funds |
Split 9 FOR, 1 AGAINST |
| Breville Group Limited | November 6, 2025 | Approve Grant of Rights to Jim Clayton Compensation |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| Breville Group Limited | November 6, 2025 | Approve Remuneration Report Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| Breville Group Limited | November 6, 2025 | Elect Sally Herman as Director Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| BridgeBio Pharma, Inc. | June 22, 2026 | To elect three (3) nominees for director, James C. Momtazee, Frank P. McCormick, Ph.D., and Hannah A. Valantine, M.D., to serve as Class I directors to hold office until the date of the annual meeting of stockholders following the year ending December 31, 2028 and until their successors are duly elected and qualified: James C. Momtazee Director Elections |
Board | For | WITHHOLD 3 funds |
Split 5 FOR, 4 WITHHOLD |
| Bridgestone Corp. | March 24, 2026 | Elect Director Matsuda, Akira Director Elections |
Board | For | FOR 3 funds |
Split 9 FOR, 1 AGAINST |
| Bridgestone Corp. | March 24, 2026 | Elect Director Yoshimi, Tsuyoshi Director Elections |
Board | For | FOR 3 funds |
Split 9 FOR, 1 AGAINST |
| BrightSpring Health Services, Inc. | May 21, 2026 | Election of Class II directors: Max Lin Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 3 WITHHOLD |
| BrightView Holdings, Inc. | March 3, 2026 | Election of Directors: James R. Abrahamson Director Elections |
Board | For | WITHHOLD 9 funds |
Split 3 FOR, 1 WITHHOLD |
| BrightView Holdings, Inc. | March 3, 2026 | Election of Directors: William Cornog Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 1 WITHHOLD |
| Bristol-Myers Squibb Company | May 5, 2026 | Election of Directors: Christopher S. Boerner, Ph.D. Director Elections |
Board | For | FOR 8 funds |
Split 20 FOR, 1 AGAINST |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 5 funds |
Split 26 FOR, 1 AGAINST |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 5 funds |
Split 26 FOR, 1 AGAINST |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Harry L. You Director Elections |
Board | For | FOR 5 funds |
Split 8 FOR, 15 AGAINST |
| Brookfield Renewable Corporation | June 17, 2026 | Elect Director Randy MacEwen Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 3 WITHHOLD |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Campbell P. Brown Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Elizabeth A. Smith Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Elizabeth M. Brown Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Lawson E. Whiting Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Mark A. Clouse Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Marshall B. Farrer Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Michael A. Todman Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Michael J. Roney Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: Tracy L. Skeans Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Brown-Forman Corporation | July 24, 2025 | Election of Directors: W. Austin Musselman, Jr. Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 2 AGAINST |
| Bumble Inc. | June 4, 2026 | The election of three Class II directors of Bumble Inc., each to serve a three-year term expiring at the 2029 Annual Meeting of Stockholders and until such director's successor is elected and qualified: R. Lynn Atchison Director Elections |
Board | For | WITHHOLD 5 funds |
Split 5 FOR, 1 WITHHOLD |
| Burford Capital Ltd. | May 13, 2026 | To re-elect John Sievwright as director. Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 6 AGAINST |
| Butterfly Network, Inc. | June 18, 2026 | To elect seven directors to serve one-year terms expiring in 2027: Erica Schwartz, M.D., J.D., M.P.H. Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 1 AGAINST |
| C&F Financial Corporation | April 21, 2026 | To elect directors as instructed below: J. P. Causey Jr. Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 1 WITHHOLD |
| C3.ai, Inc. | October 3, 2025 | Election of Class II Directors: General (Ret.) John Hyten Director Elections |
Board | For | WITHHOLD 6 funds |
Split 3 FOR, 4 WITHHOLD |
| C3.ai, Inc. | October 3, 2025 | Election of Class II Directors: Richard C. Levin Director Elections |
Board | For | WITHHOLD 6 funds |
Split 3 FOR, 4 WITHHOLD |
| CABOT CORPORATION | March 12, 2026 | Election of Directors: Raffiq Nathoo Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 3 AGAINST |
| CABOT CORPORATION | March 12, 2026 | Election of Directors: Sean D. Keohane Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 3 AGAINST |
| CABOT CORPORATION | March 12, 2026 | Election of Directors: Thierry Vanlancker Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 3 AGAINST |
| CADENCE DESIGN SYSTEMS, INC. | May 7, 2026 | ELECTION OF DIRECTORS: Alberto Sangiovanni-Vincentelli Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CAIXABANK S.A. | March 26, 2026 | APPROVE REMUNERATION POLICY Say-on-Pay |
Board | For | FOR 3 funds |
Split 8 FOR, 1 ABSTAIN |
| CALAVO GROWERS, INC. | April 28, 2026 | The Merger-Related Compensation Proposal - A non-binding, advisory proposal to approve compensation that will or may become payable by Calavo to its named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 7 AGAINST |
| CAMDEN PROPERTY TRUST | May 8, 2026 | Approval of Amended and Restated 2018 Share Incentive Plan Compensation |
Board | For | FOR 2 funds |
Split 16 FOR, 2 AGAINST |
| CAMDEN PROPERTY TRUST | May 8, 2026 | Approval, by an advisory vote, of executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
Split 16 FOR, 2 AGAINST |
| CAMPING WORLD HOLDINGS, INC. | May 21, 2026 | Approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 4 FOR, 2 AGAINST |
| CANNAE HOLDINGS, INC. | December 12, 2025 | Approval, on an advisory (non-binding) basis, of the 2024 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 1 fund |
Split 3 FOR, 1 AGAINST |
| CANTALOUPE, INC. | September 4, 2025 | To approve, by a non-binding, advisory vote, the compensation arrangements that will or may become payable to Cantaloupe, Inc.'s named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 5 FOR, 1 AGAINST |
| CANTERBURY PARK HOLDING CORPORATION | June 4, 2026 | To approve an amendment to the Company's Stock Plan to increase the number of shares authorized to be issued under the Stock Plan by 200,000. Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.