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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 57,55848,8082,812 5,93894.6%90.8%
Board proposals 49,69841,6912,635 5,37294.1%90.1%
E&S shareholder proposals 174790 95100.0%86.0%
Other items 7,6867,038177 47197.5%95.3%

Where they did not vote alike

Everything Voted differently Split votes

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

5,372 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalEquitable
Alector, Inc. June 17, 2026 ELECTION OF DIRECTORS: Errol De Souza, Ph.D.
Director Elections
Board For WITHHOLD
1 fund
Split
5 FOR, 2 WITHHOLD
Alector, Inc. June 17, 2026 ELECTION OF DIRECTORS: Kristine Yaffe, M.D.
Director Elections
Board For WITHHOLD
1 fund
Split
5 FOR, 2 WITHHOLD
Alexander's, Inc. May 21, 2026 Election of Directors: Mandakini Puri
Director Elections
Board For FOR
1 fund
Split
4 FOR, 1 WITHHOLD
Alexander's, Inc. May 21, 2026 Election of Directors: Russell B. Wight, Jr.
Director Elections
Board For WITHHOLD
1 fund
Split
4 FOR, 1 WITHHOLD
Alexander's, Inc. May 21, 2026 Election of Directors: Thomas R. DiBenedetto
Director Elections
Board For FOR
1 fund
Split
4 FOR, 1 WITHHOLD
Alexandria Real Estate Equities, Inc. May 13, 2026 Election of Directors: James P. Cain
Director Elections
Board For FOR
2 funds
Split
8 FOR, 8 AGAINST
Alfresa Holdings Corp. June 24, 2026 Elect Director Arakawa, Ryuji
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
Alibaba Group Holding Limited September 25, 2025 Approve PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as U.S. and Hong Kong Auditors, Respectively, and Authorize Board to Fix Their Remuneration
Audit-related
Board For AGAINST
6 funds
Split
7 FOR, 3 AGAINST
Allegion Plc June 4, 2026 Election of Directors: Lauren B. Peters
Director Elections
Board For FOR
6 funds
Split
17 FOR, 1 AGAINST
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Deborah Messemer
Director Elections
Board For WITHHOLD
3 funds
Split
5 FOR, 2 WITHHOLD
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Owen Witte, M.D.
Director Elections
Board For WITHHOLD
3 funds
Split
5 FOR, 2 WITHHOLD
Allogene Therapeutics, Inc. June 18, 2026 Election of Directors: Vicki Sato, Ph.D.
Director Elections
Board For WITHHOLD
3 funds
Split
5 FOR, 2 WITHHOLD
Alpen Co., Ltd. September 25, 2025 Elect Director Mizuno, Taizo
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Alpha Systems, Inc. June 26, 2026 Elect Director Fusegi, Takayoshi
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Alpha Systems, Inc. June 26, 2026 Elect Director Ishikawa, Hidetomo
Director Elections
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
Alpha Systems, Inc. June 26, 2026 Elect Director Jozuka, Junichi
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Alphabet Inc. June 5, 2026 Election of ten directors: R. Martin "Marty" Chavez
Director Elections
Board For FOR
5 funds
Split
15 FOR, 10 AGAINST
Alps Alpine Co., Ltd. June 25, 2026 Elect Director Izumi, Hideo
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
Alta Equipment Group Inc. May 29, 2026 Election of Directors: Colin Wilson
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 1 WITHHOLD
Alta Equipment Group Inc. May 29, 2026 Election of Directors: Ryan Greenawalt
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 1 WITHHOLD
Altimmune, Inc. September 25, 2025 Hold an advisory vote on compensation of the Company's named executive officers as disclosed in the attached Proxy Statement.
Say-on-Pay
Board For AGAINST
5 funds
Split
4 FOR, 1 AGAINST
Altimmune, Inc. April 16, 2026 Hold an advisory vote on compensation of the Company's named executive officers as disclosed in the attached Proxy Statement.
Say-on-Pay
Board For AGAINST
6 funds
Split
4 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Andrew Y. Ng
Director Elections
Board For FOR
7 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Edith W. Cooper
Director Elections
Board For FOR
7 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Jamie S. Gorelick
Director Elections
Board For FOR
7 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Jonathan J. Rubinstein
Director Elections
Board For FOR
7 funds
Split
25 FOR, 1 AGAINST
Amazon.com, Inc. May 20, 2026 ELECTION OF DIRECTORS: Patricia Q. Stonesifer
Director Elections
Board For FOR
7 funds
Split
25 FOR, 1 AGAINST
America Movil SAB de CV April 23, 2026 Elect and/or Ratify Claudia Janez Sanchez as Director
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
America Movil SAB de CV April 23, 2026 Elect and/or Ratify Claudia Janez Sanchez as Member of Audit and Corporate Practices Committee
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
America Movil SAB de CV April 23, 2026 Elect and/or Ratify David Ibarra Munoz as Director
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
America Movil SAB de CV April 23, 2026 Elect and/or Ratify Ernesto Vega Velasco as Chair of Audit and Corporate Practices Committee
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
America Movil SAB de CV April 23, 2026 Elect and/or Ratify Ernesto Vega Velasco as Director
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
American Assets Trust, Inc. June 1, 2026 Election of Directors: Dr. Robert S. Sullivan
Director Elections
Board For WITHHOLD
1 fund
Split
3 FOR, 3 WITHHOLD
American Assets Trust, Inc. June 1, 2026 Election of Directors: Ernest S. Rady
Director Elections
Board For FOR
1 fund
Split
3 FOR, 3 WITHHOLD
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

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.