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
5,372 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 |
|---|---|---|---|---|---|---|
| BUILD-A-BEAR WORKSHOP, INC. | June 11, 2026 | Election of Directors: Narayan Iyengar Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 2 AGAINST |
| BUMBLE INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 5 FOR, 1 AGAINST |
| BUNZL PLC | April 22, 2026 | Re-elect Vin Murria as Director Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 4 AGAINST |
| BUREAU VERITAS SA | May 19, 2026 | REELECT GEOFFROY ROUX DE BEZIEUX AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BUREAU VERITAS SA | May 19, 2026 | REELECT JEAN-FRANCOIS PALUS AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 1 FOR, 7 AGAINST |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 4 FOR, 1 AGAINST |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: Brian K. McHale Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 1 WITHHOLD |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: Gary T. Amereihn Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 1 WITHHOLD |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: P. David Bramble Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 1 WITHHOLD |
| Bajaj Auto Limited | August 6, 2025 | Approve Makarand M Joshi & Co. as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| Bajaj Auto Limited | August 6, 2025 | Reelect Niraj Bajaj as Director Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Bajaj Finance Limited | July 24, 2025 | Approve Grant of Employee Stock Options to the Employees of Holding and/or Subsidiary Company(ies) of the Company under Employee Stock Option Scheme, 2009 Compensation |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Cynthia B. Carroll Director Elections |
Board | For | FOR 7 funds |
Split 11 FOR, 7 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Lorenzo Simonelli Director Elections |
Board | For | FOR 7 funds |
Split 18 FOR, 1 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Michael R. Dumais Director Elections |
Board | For | FOR 7 funds |
Split 18 FOR, 1 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Mohsen M. Sohi Director Elections |
Board | For | FOR 7 funds |
Split 18 FOR, 1 AGAINST |
| Balchem Corporation | June 18, 2026 | Election of Directors: Daniel Knutson Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 AGAINST |
| Balchem Corporation | June 18, 2026 | Election of Directors: David Fischer Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 AGAINST |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 14 AGAINST |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | AGAINST 7 funds |
Split 4 FOR, 3 AGAINST |
| Bandai Namco Holdings, Inc. | June 22, 2026 | Elect Director Asako, Yuji Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| Bankwell Financial Group, Inc. | May 20, 2026 | Election of Directors: Kevin D. Leitao Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 5 WITHHOLD |
| Banner Corporation | May 20, 2026 | Election of twelve directors to each serve for a one-year term: Roberto R. Herencia Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| Beach Energy Limited | November 12, 2025 | Elect Ryan Stokes as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Bel Fuse Inc. | May 26, 2026 | Election of the Board's nominees for Director for the terms described in the Proxy Statement: Rita V. Smith Director Elections |
Board | For | WITHHOLD 5 funds |
Split 5 FOR, 2 WITHHOLD |
| Belc Co., Ltd. | May 21, 2026 | Elect Director Harashima, Issei Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| Belc Co., Ltd. | May 21, 2026 | Elect Director Shibata, Yuji Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| Belden Inc. | May 21, 2026 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 6 funds |
Split 11 FOR, 1 AGAINST |
| Bellevue Gold Limited | November 20, 2025 | Approve Employee Securities Incentive Plan Compensation |
Board | None | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Ajit Jain Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Charlotte Guyman Director Elections |
Board | For | WITHHOLD 6 funds |
Split 6 FOR, 10 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Gregory E. Abel Director Elections |
Board | For | FOR 6 funds |
Split 9 FOR, 8 WITHHOLD |
| 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 |
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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.