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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.