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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

5,372 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.

Company	Meeting	Proposal	On the ballot from	Board recommended	Dimensional	Equitable
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
BLUE FOUNDRY BANCORP	January 29, 2026	A proposal to approve and adopt the Agreement and Plan of Merger, dated as of November 24, 2025, by and between Fulton Financial Corporation and Blue Foundry Bancorp (the "Blue Foundry merger proposal"); Extraordinary Transactions	Board	For	FOR 7 funds	Split 4 FOR, 1 ABSTAIN
BLUELINX HOLDINGS	May 14, 2026	Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation	Board	For	AGAINST 8 funds	Split 5 FOR, 1 AGAINST
BML, Inc.	June 26, 2026	Elect Director Kondo, Kensuke Director Elections	Board	For	FOR 1 fund	Split 1 FOR, 1 AGAINST
BNP PARIBAS SA	May 12, 2026	Approve Issuance of Super-Subordinated Contingent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital Capital Structure	Board	For	FOR 4 funds	Split 4 FOR, 4 AGAINST
BOK Financial Corporation	May 5, 2026	Election of Directors: Claudia S. San Pedro Director Elections	Board	For	FOR 9 funds	Split 1 FOR, 4 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: David F. Griffin Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: E. Carey Joullian, IV Director Elections	Board	For	FOR 9 funds	Split 1 FOR, 4 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Emmet C. Richards Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: John W. Coffey Director Elections	Board	For	FOR 9 funds	Split 1 FOR, 4 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Joseph W. Craft, III Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Kayse M. Shrum Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Michael C. Turpen Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Robert A. Waldo Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Rose M. Washington-Jones Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Stacy C. Kymes Director Elections	Board	For	WITHHOLD 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Steven Bangert Director Elections	Board	For	FOR 9 funds	Split 2 FOR, 3 WITHHOLD
BOK Financial Corporation	May 5, 2026	Election of Directors: Steven J. Malcolm Director Elections	Board	For	FOR 9 funds	Split 1 FOR, 4 WITHHOLD
BOLLORE SE	May 27, 2026	APPROVE COMPENSATION OF CYRILLE BOLLORE, CHAIRMAN AND CEO Say-on-Pay	Board	For	AGAINST 1 fund	Split 4 FOR, 4 AGAINST
BOLLORE SE	May 27, 2026	REELECT BOLLORE PARTICIPATIONS SE AS DIRECTOR Director Elections	Board	For	AGAINST 1 fund	Split 4 FOR, 4 AGAINST
BOLLORE SE	May 27, 2026	REELECT CYRILLE BOLLORE AS DIRECTOR Director Elections	Board	For	AGAINST 1 fund	Split 4 FOR, 4 AGAINST
BOOKING HOLDINGS INC.	June 2, 2026	Advisory vote to approve 2025 executive compensation. Say-on-Pay	Board	For	FOR 6 funds	Split 23 FOR, 1 AGAINST
BOOKING HOLDINGS INC.	June 2, 2026	Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related	Board	For	FOR 5 funds	Split 23 FOR, 1 AGAINST
BOOT BARN HOLDINGS, INC.	August 27, 2025	Election of Directors: Lisa G. Laube Director Elections	Board	For	FOR 7 funds	Split 3 FOR, 3 WITHHOLD
BOOZ ALLEN HAMILTON HOLDING CORPORATION	July 23, 2025	Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay	Board	For	FOR 6 funds	Split 8 FOR, 1 AGAINST
BOSTON SCIENTIFIC CORPORATION	April 30, 2026	To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay	Board	For	FOR 8 funds	Split 22 FOR, 1 AGAINST
BOSTON SCIENTIFIC CORPORATION	April 30, 2026	To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2026 fiscal year. Audit-related	Board	For	FOR 7 funds	Split 22 FOR, 1 AGAINST
BOUYGUES	April 23, 2026	AUTHORIZE REPURCHASE OF UP TO 5 PERCENT OF ISSUED SHARE CAPITAL Capital Structure	Board	For	AGAINST 5 funds	Split 3 FOR, 3 AGAINST
BOUYGUES	April 23, 2026	REELECT ALEXANDRE DE ROTHSCHILD AS DIRECTOR Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 3 AGAINST
BP PLC	April 23, 2026	Re-elect Johannes Teyssen as Director Director Elections	Board	For	FOR 5 funds	Split 4 FOR, 5 AGAINST
BRAZE, INC.	June 30, 2026	Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal Director Elections	Board	For	WITHHOLD 1 fund	Split 3 FOR, 3 WITHHOLD
BRICKWORKS LTD	September 10, 2025	Approve BKW Share Scheme Capital Structure	Board	Contested	FOR 6 funds	Split 1 FOR, 1 ABSTAIN
BRICKWORKS LTD	September 10, 2025	Approve Grant of Performance Rights to Todd Barlow Compensation	Board	Contested	FOR 6 funds	Split 1 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Alberto Dessy Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Ashley M. Hunter Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Enrico Drago Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Gianmario Tondato Da Ruos Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Heather J. McGregor Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: James F. McCann Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Lorenzo Pellicioli Director Elections	Board	For	AGAINST 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Marco Sala Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Maria Pinelli Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Samantha F. Ravich Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BRIGHTSTAR LOTTERY PLC	May 12, 2026	Election of Director: Vincent L. Sadusky Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
BROADCOM INC	April 20, 2026	Advisory vote to approve the named executive officer compensation. Say-on-Pay	Board	For	AGAINST 6 funds	Split 23 FOR, 5 AGAINST
BROADRIDGE FINANCIAL SOLUTIONS, INC.	November 13, 2025	Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote); Say-on-Pay	Board	For	FOR 7 funds	Split 22 FOR, 1 AGAINST
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR ANNE C. SCHAUMBURG Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR DANIEL MUNIZ QUINTANILLA Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR JEFFREY BLIDNER Director Elections	Board	For	WITHHOLD 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR JOHN MULLEN Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR MALCOLM COCKWELL Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR RAJEEV VASUDEVA Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR ROSLYN KELLY Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR SUZANNE NIMOCKS Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD INFRASTRUCTURE CORPORATION	June 24, 2026	ELECT DIRECTOR WILLIAM COX Director Elections	Board	For	FOR 5 funds	Split 3 FOR, 1 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR ELEAZAR DE CARVALHO FILHO Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR JEFFREY BLIDNER Director Elections	Board	For	WITHHOLD 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR LOU MAROUN Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR NANCY DORN Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR PATRICIA ZUCCOTTI Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR SARAH DEASLEY Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROOKFIELD RENEWABLE HOLDINGS CORPORATION	June 17, 2026	ELECT DIRECTOR STEPHEN WESTWELL Director Elections	Board	For	FOR 3 funds	Split 1 FOR, 3 WITHHOLD
BROWN & BROWN, INC.	May 6, 2026	To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay	Board	For	FOR 7 funds	Split 20 FOR, 1 AGAINST
BT GROUP PLC	July 10, 2025	Authorise Issue of Equity without Pre-emptive Rights Capital Structure	Board	For	FOR 6 funds	Split 4 FOR, 4 AGAINST
BT GROUP PLC	July 10, 2025	Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure	Board	For	FOR 6 funds	Split 4 FOR, 4 AGAINST
BT GROUP PLC	July 10, 2025	Re-elect Tushar Morzaria as Director Director Elections	Board	For	FOR 6 funds	Split 4 FOR, 4 AGAINST
BUILD-A-BEAR WORKSHOP, INC.	June 11, 2026	Election of Directors: Lesli Rotenberg Director Elections	Board	For	FOR 5 funds	Split 4 FOR, 2 AGAINST

← 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.