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
8,750 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 |
|---|---|---|---|---|---|---|
| Loblaw Companies Limited | May 12, 2026 | Disclose Company's Progress Toward Ending Property Controls Other Social Issues |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | FOR 6 funds |
AGAINST 7 funds |
| MURAL ONCOLOGY PLC | October 24, 2025 | Ordinary resolution to approve any motion by the Chair to adjourn the EGM, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the EGM to approve proposals 1 and/or 2. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| Mango Excellent Media Co., Ltd. | December 29, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| Metro Inc. | January 27, 2026 | SP 2: Approve Change of Auditors Audit-related |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Mitsuba Corp. | June 25, 2026 | Amend Articles to Mandate Shareholder Approval for Income Allocation and Share Buybacks Capital Structure |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| Monex Group, Inc. | June 27, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| Mural Oncology Plc | October 24, 2025 | To approve any motion by the Chair to adjourn the Scheme Meeting, or any adjournments thereof, to another time and place if necessary or appropriate to solicit additional proxies if there are insufficient votes at the time of the Scheme Meeting to approve the Scheme. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| NEC Corp. | June 19, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 9 funds |
| NOVO NORDISK A/S | November 14, 2025 | ELECT MIKAEL DOLSTEN AS NEW DIRECTOR Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 8 funds |
| NOVO NORDISK A/S | November 14, 2025 | ELECT STEPHAN ENGELS AS NEW DIRECTOR Director Elections |
Other | For | ABSTAIN 4 funds |
FOR 8 funds |
| National Bank of Canada | April 24, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| National Bank of Canada | April 24, 2026 | SP 4: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| National Bank of Canada | April 24, 2026 | SP 5: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| National Bank of Canada | April 24, 2026 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| National Bank of Canada | April 24, 2026 | SP 7: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Ninety One Ltd. | July 23, 2025 | Approve Climate Strategy Environment or Climate |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Noevir Holdings Co., Ltd. | December 9, 2025 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| OPTIMUMBANK HOLDINGS, INC. | April 28, 2026 | To adjourn the annual meeting in the event there are not sufficient votes to approve one or more of the foregoing proposals. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| ORIGIN ENERGY LTD | October 15, 2025 | Adopt 2025 Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 9 funds |
| ORIX Corp. | June 23, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 9 funds |
| OTP Bank Nyrt | April 17, 2026 | Elect Gyorgy Nagy as Management Board Member Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| OTP Bank Nyrt | April 17, 2026 | Elect Jozsef Voros as Management Board Member Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| OXFORD NANOPORE TECHNOLOGIES PLC | June 4, 2026 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE Shareholder Rights and Defenses |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| Orient Overseas (International) Limited | October 28, 2025 | Approve Deposit Service Including Deposit Caps Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| PEGASUS Co., Ltd. | June 23, 2026 | Approve Takeover Defense Plan (Poison Pill) Shareholder Rights and Defenses |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| PetroChina Company Limited | December 18, 2025 | Approve Amendments to the Articles of Association, Rules of Procedures of the General Meeting and Rules of Procedures of the Board of Directors and Abolition of the Supervisory Committee Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| Pharma Foods International Co., Ltd. | October 24, 2025 | Amend Articles to Require Shareholder Meetings in Principle to Be Held at Physical Venue, While Also Allowing Online Participation (Hybrid Format) Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| Ping An Bank Co., Ltd. | December 16, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Postal Savings Bank of China Co., Ltd. | October 9, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 9 funds |
| ROYAL BANK OF CANADA | April 9, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Say-on-Pay |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 10: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 11: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | AGAINST 4 funds |
ABSTAIN 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 6: Report on Forced Labor and Child Labor in Lending Portfolios Human Rights or Human Capital/workforce |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 7: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 8: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| Royal Bank of Canada | April 9, 2026 | SP 9: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| SCHNEIDER ELECTRIC SE | May 7, 2026 | APPROVE COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 11 funds |
| SHANGHAI INTERNATIONAL AIRPORT CO LTD | June 5, 2026 | Elect Wu Wei as Director Director Elections |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| SOUTH32 LTD | October 23, 2025 | Approve Climate Change Action Plan 2025 Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 10 funds |
| SSE PLC | July 17, 2025 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 10 funds |
| Sasol Ltd. | November 14, 2025 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| Sekisui Jushi Corp. | June 25, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| Sekisui Jushi Corp. | June 25, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| Seven & i Holdings Co., Ltd. | May 27, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 9 funds |
| Shandong Gold Mining Co., Ltd. | August 14, 2025 | Approve Abolition of Supervisory Committee and Amend Articles of Association and Completion of Registration and Filing Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Shandong Hualu-Hengsheng Chemical Co., Ltd. | September 26, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Shanghai Baosight Software Co., Ltd. | October 10, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Shanxi Coking Coal Energy Group Co., Ltd. | September 17, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| Shanxi Xinghuacun Fen Wine Factory Co., Ltd. | September 19, 2025 | Amend Articles of Association and Its Attachments Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Shanxi Xinghuacun Fen Wine Factory Co., Ltd. | September 19, 2025 | Elect Zhou Peiyu as Director Director Elections |
Other | For | FOR 4 funds |
ABSTAIN 1 fund |
| Shenwan Hongyuan Group Co., Ltd. | October 31, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| Sims Limited | November 21, 2025 | Approve Advisory Vote on Climate Strategy Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 2 funds |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 6 funds |
| THOMSON REUTERS CORPORATION | June 10, 2026 | SP 1: Human Rights Risk Assessment Human Rights or Human Capital/workforce |
Other | Against | AGAINST 3 funds |
FOR 1 fund |
| TV TOKYO Holdings Corp. | June 18, 2026 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| Teikoku Tsushin Kogyo Co., Ltd. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| Teikoku Tsushin Kogyo Co., Ltd. | June 26, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| The Bank of Nova Scotia | April 14, 2026 | SP 8: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| Toho Holdings Co., Ltd. | June 26, 2026 | Trigger Takeover Defense Plan Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| TotalEnergies SE | May 29, 2026 | In Case Amendments or New Resolutions Proposed During Meeting, mark YES if You Would Like to Appoint the Chairman to Vote Your Shares According to the Recommendation of the Board, Mark NO If you Would like to Abstain from Voting on Such Floor Proposals Corporate Governance |
Other | None | AGAINST 1 fund |
FOR 2 funds |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Audit-related |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| Unigroup Guoxin Microelectronics Co., Ltd. | October 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Unigroup Guoxin Microelectronics Co., Ltd. | October 20, 2025 | Elect Ma Ninghui as Director Director Elections |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Unigroup Guoxin Microelectronics Co., Ltd. | October 20, 2025 | Elect Wu Rui as Director Director Elections |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| Victoria Plc | September 5, 2025 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| WOLTERS KLUWER N.V. | May 21, 2026 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 11 funds |
| Yunnan Baiyao Group Co., Ltd. | November 10, 2025 | Approve Abolition of the Supervisory Board and Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| Zijin Mining Group Co., Ltd. | December 31, 2025 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 3 funds |
ABSTAIN 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | Advisory Vote on Executive Compensation Approach Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | Elect Director Janice M. Babiak Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | Ratify KPMG LLP as Auditors Audit-related |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| 1stdibs.com, Inc. | May 7, 2026 | The election of two Class II directors to serve until the 2029 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Matthew R. Cohler Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| 360 Security Technology, Inc. | September 16, 2025 | Approve Appointment of Financial Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| 37 INTERACTIVE ENTERTAINMENT NETWORK TECHNOLOGY GR | May 13, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| 3D SYSTEMS CORPORATION | May 14, 2026 | The approval of the amendment and restatement of the 2015 Incentive Plan to increase the number of shares reserved for issuance thereunder by 4,000,000 shares and to extend the term until 2036. Compensation |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| 3SBIO INC | June 25, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| A-MARK PRECIOUS METALS, INC. | November 12, 2025 | Advisory vote on executive compensation Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| AAC TECHNOLOGIES HOLDINGS INC | May 21, 2026 | Approve Deloitte Touche Tohmatsu as Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| AAC TECHNOLOGIES HOLDINGS INC | May 21, 2026 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| AAC TECHNOLOGIES HOLDINGS INC | May 21, 2026 | Elect Kwok Lam Kwong Larry as Director Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| AAC TECHNOLOGIES HOLDINGS INC | May 21, 2026 | Elect Mok Joe Kuen Richard as Director Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| ABC-MART, INC. | May 26, 2026 | Elect Director Noguchi, Minoru Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ABM Industries Incorporated | March 25, 2026 | Election of twelve director nominees to serve one-year terms: Art A. Garcia Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ACADIA HEALTHCARE COMPANY, INC. | May 6, 2026 | Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ACADIA PHARMACEUTICALS INC. | May 29, 2026 | To elect the Board's three nominees for Class I director to hold office until the Company's 2029 Annual Meeting of Stockholders and their successors are duly elected and qualified, or until their earlier death, resignation or removal: James M. Daly Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 3 funds |
| ACCENDRA HEALTH, INC. | May 14, 2026 | Non-Binding advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ACCOR SA | May 27, 2026 | Approve Remuneration Policy of Chairman and CEO Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| ACNB CORPORATION | May 5, 2026 | To elect four (4) Class 3 directors to serve for terms of three (3) years and until their successors are elected and qualified. Kimberly S. Chaney Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| ACTINIUM PHARMACEUTICALS, INC. | November 26, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ACUMEN PHARMACEUTICALS, INC. | June 3, 2026 | To approve the Company's Amended and Restated 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ACWA POWER | February 23, 2026 | APPROVE APPOINTMENT OF AUDITORS AND FIX THEIR REMUNERATION FOR Q2, Q3, Q4, AND ANNUAL YEAR OF FY 2026, Q1, Q2, Q3, Q4, AND ANNUAL YEAR OF FY 2027, Q1, Q2, Q3, Q4, AND ANNUAL YEAR OF FY 2028, AND Q1 OF FY 2029 Audit-related |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.