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 |
|---|---|---|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Advisory vote on our Named Executive Officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 11 FOR, 6 AGAINST |
| CAPITOL FEDERAL FINANCIAL, INC. | January 27, 2026 | The approval of the Capitol Federal Financial, Inc. 2026 Omnibus Incentive Plan. Compensation |
Board | For | FOR 9 funds |
Split 5 FOR, 1 ABSTAIN |
| CAR Group Limited | October 31, 2025 | Elect David Wiadrowski as Director Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| CARDIFF ONCOLOGY, INC. | June 11, 2026 | Proposal to approve an amendment to the Company's 2021 Omnibus Equity Incentive Plan to increase the number of shares issuable thereunder to 15,150,000 shares from 12,150,000 shares. Compensation |
Board | For | AGAINST 1 fund |
Split 6 FOR, 1 AGAINST |
| CARDINAL HEALTH, INC. | November 5, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 7 funds |
Split 22 FOR, 1 AGAINST |
| CARDINAL HEALTH, INC. | November 5, 2025 | To ratify the appointment of Ernst & Young LLP as our independent auditor for the fiscal year ending June 30, 2026 Audit-related |
Board | For | FOR 6 funds |
Split 22 FOR, 1 AGAINST |
| CAREDX, INC. | June 11, 2026 | Approval of an amendment to the 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 4 FOR, 1 AGAINST |
| CARLSBERG AS | March 16, 2026 | Reelect Bob Kunze-Concewitz as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Henrik Poulsen as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Jens Hjorth as Director Director Elections |
Board | For | ABSTAIN 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Lilian Fossum Biner as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Magdi Batato as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Majken Schultz as Director Director Elections |
Board | For | ABSTAIN 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Punita Lal as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARLSBERG AS | March 16, 2026 | Reelect Winnie Ma as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| CARREFOUR SA | May 22, 2026 | REELECT AURORE DOMONT AS DIRECTOR Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 4 AGAINST |
| CARREFOUR SA | May 22, 2026 | REELECT CLAUDIA ALMEIDA E SILVA AS DIRECTOR Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 4 AGAINST |
| CARREFOUR SA | May 22, 2026 | REELECT MARIE-LAURE SAUTY DE CHALON AS DIRECTOR Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 4 AGAINST |
| CARREFOUR SA | May 22, 2026 | REELECT STEPHANE COURBIT AS DIRECTOR Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 4 AGAINST |
| CARRIAGE SERVICES, INC. | May 12, 2026 | Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
Split 4 FOR, 1 AGAINST |
| CARRIER GLOBAL CORPORATION | April 15, 2026 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 8 funds |
Split 8 FOR, 7 AGAINST |
| CARVANA CO. | May 5, 2026 | To approve the Carvana Co. 2026 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
Split 2 FOR, 17 AGAINST |
| CARVANA CO. | May 5, 2026 | To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 7 funds |
Split 17 FOR, 2 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 6 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: David W. MacLennan Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Debra L. Reed-Klages Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Gerald Johnson Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: James C. Fish, Jr. Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Joseph E. Creed Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Judith F. Marks Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Nazzic S. Keene Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Rayford Wilkins, Jr. Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Election of Directors: Susan C. Schwab Director Elections |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Ratification of our Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 5 funds |
Split 22 FOR, 1 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Felix S. Fernandez Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 2 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Maan-Huei Hung Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 2 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Nelson Chung Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 2 AGAINST |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Richard Sun Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 2 AGAINST |
| CAVA Group, Inc. | June 22, 2026 | Election of Class I Directors: James D. White Director Elections |
Board | For | WITHHOLD 4 funds |
Split 2 FOR, 4 WITHHOLD |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: John J. LaCarte Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 1 WITHHOLD |
| CBOE GLOBAL MARKETS, INC. | May 14, 2026 | Approve, in a non-binding resolution, the compensation paid to our executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| CCC Intelligent Solutions Holdings Inc. | May 21, 2026 | Election of Directors: Neil de Crescenzo Director Elections |
Board | For | WITHHOLD 5 funds |
Split 1 FOR, 4 WITHHOLD |
| CCI Group, Inc. | June 19, 2026 | Elect Director Tsuemura, Shuji Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| CDW CORPORATION | May 21, 2026 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
Split 21 FOR, 1 AGAINST |
| CDW Corporation | May 21, 2026 | Election of Directors: Christine A. Leahy Director Elections |
Board | For | FOR 6 funds |
Split 21 FOR, 1 AGAINST |
| CECO Environmental Corp. | May 27, 2026 | CECO Stock Issuance Proposal. To vote on a proposal to approve the issuance of shares of CECO's common stock, par value $0.01 per share ("CECO common stock"), constituting the stock consideration to be issued to stockholders of Thermon Group Holdings, Inc. ("Thermon") in the first merger contemplated by the Agreement and Plan of Merger, dated as of February 23, 2026, by and among CECO, Longhorn Merger Sub, Inc., a direct wholly owned subsidiary of CECO ("Merger Sub Inc."), Longhorn Merger Sub LLC, a direct wholly owned subsidiary of CECO ("Merger Sub LLC"), and Thermon (as that agreement may be amended from time to time, the "merger agreement"), a copy of which is included as Annex A to the accompanying joint proxy statement/prospectus, and other shares of CECO common stock to be issued in the mergers or reserved for issuance in connection with the mergers (the "CECO stock issuance proposal"). Extraordinary Transactions |
Board | For | FOR 6 funds |
Split 4 FOR, 2 ABSTAIN |
| CELLNEX TELECOM S.A. | April 29, 2026 | Elect Cynthia Gordon as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 3 AGAINST |
| CENCORA, INC. | March 5, 2026 | Advisory vote to approve the fiscal 2025 compensation of Cencora, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
Split 21 FOR, 1 AGAINST |
| CENCORA, INC. | March 5, 2026 | Ratify the appointment of Ernst & Young LLP as Cencora, Inc.'s independent registered public accounting firm for fiscal 2026. Audit-related |
Board | For | FOR 6 funds |
Split 21 FOR, 1 AGAINST |
| CERENCE INC. | February 12, 2026 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 6 FOR, 2 AGAINST |
| CF BANKSHARES INC | May 27, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 4 FOR, 1 AGAINST |
| CG Power & Industrial Solutions Limited | July 24, 2025 | Approve Parikh & Associates as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| CG Power & Industrial Solutions Limited | July 24, 2025 | Reelect Vijayalakshmi Rajaram Iyer as Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CG Power & Industrial Solutions Limited | March 5, 2026 | Reelect Sriram Sivaram as Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: ALISON C. REED Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: GEORGE D. SCHINDLER Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: GILLES LABBE Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: JULIE GODIN Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: KATHY N. WALLER Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: SERGE GODIN Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CGI INC | January 28, 2026 | ELECTION OF DIRECTOR: STEPHEN S. POLOZ Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| CHAMPION IRON LTD | August 28, 2025 | Approve Remuneration Report Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| CHAMPION IRON LTD | August 28, 2025 | Elect Gary Lawler as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| CHANGE Holdings, Inc. | June 25, 2026 | Elect Director Fukudome, Hiroshi Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| CHARLES RIVER LABORATORIES INTL., INC. | May 5, 2026 | Election of Directors: Abraham Ceesay Director Elections |
Board | For | AGAINST 10 funds |
Split 9 FOR, 8 AGAINST |
| CHART INDUSTRIES, INC. | October 6, 2025 | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Chart's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 9 funds |
Split 6 FOR, 4 AGAINST |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
Split 6 FOR, 11 AGAINST |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 6 FOR, 11 AGAINST |
| CHEMED CORPORATION | May 18, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
Split 1 FOR, 10 AGAINST |
| CHENIERE ENERGY, INC. | May 14, 2026 | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2025. Say-on-Pay |
Board | For | FOR 8 funds |
Split 13 FOR, 1 AGAINST |
| CHINA CONSTRUCTION BANK CORPORATION | April 29, 2026 | Approve Remuneration Distribution and Settlement Plan for Directors Compensation |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA CONSTRUCTION BANK CORPORATION | April 29, 2026 | Elect Sun Xiaokun as Director Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA CONSTRUCTION BANK CORPORATION | June 26, 2026 | Elect Cao Liqun as Director Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA MERCHANTS BANK CO LTD | June 25, 2026 | Elect Huo Da as Director Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA MERCHANTS BANK CO LTD | June 25, 2026 | Elect Li Yungui as Director Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA RESOURCES GAS GROUP LTD | May 28, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA RESOURCES GAS GROUP LTD | May 28, 2026 | Elect Yang Ping as Director Director Elections |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| CHINA RESOURCES MIXC LIFESTYLE SERVICES LIMITED | June 8, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| CHINA RESOURCES MIXC LIFESTYLE SERVICES LIMITED | June 8, 2026 | Elect Lo Wing Sze as Director Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reappoint Monique Bourquin as Member of the Nomination and Compensation Committee Corporate Governance |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reappoint Rudolf Spruengli as Member of the Nomination and Compensation Committee Corporate Governance |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reappoint Silvio Denz as Member of the Nomination and Compensation Committee Corporate Governance |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Dieter Weisskopf as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Elisabeth Guertler as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Ernst Tanner as Director and Board Chair Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Monique Bourquin as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Rudolf Spruengli as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Silvio Denz as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG | April 16, 2026 | Reelect Thomas Rinderknecht as Director Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Donna F. Vieira Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 5 AGAINST |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 5 AGAINST |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Gordon A. Smith Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 5 AGAINST |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Monte J.M. Koch Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 5 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect DAVID HUANG, a Representative of GRANDCREST HOLDINGS INC., as Non-Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect DAVID YANG as Non-Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect I-SHIH TSENG as Non-Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect JIA-RUEY DUANN as Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| CHROMA ATE INC | May 29, 2026 | Elect LEO HUANG as Non-Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect SHUI-YUNG LIN as Non-Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| CHROMA ATE INC | May 29, 2026 | Elect STEVEN WU as Independent Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
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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.