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
648 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 |
| ABB AG | March 19, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 3 funds |
Split 4 AGAINST, 3 ABSTAIN |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 2 FOR, 21 AGAINST |
| ACCIONA SA | June 24, 2026 | Approve Discharge of Board Director Elections |
Other | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| ACCOR SA | May 27, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | AGAINST 3 funds |
Split 4 FOR, 4 AGAINST |
| ADIDAS AG | May 7, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 4 AGAINST, 3 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | AGAINST 6 funds |
Split 2 FOR, 18 AGAINST |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 10 FOR, 13 AGAINST |
| AEBI SCHMIDT HOLDING AG | May 21, 2026 | Approval of the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 7 funds |
Split 7 FOR, 1 ABSTAIN |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 16 AGAINST |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 4 FOR, 3 AGAINST |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal to approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 3 ABSTAIN |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 11 FOR, 7 AGAINST |
| ALCON SA | April 30, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | AGAINST 5 funds |
Split 2 FOR, 4 AGAINST, 3 ABSTAIN |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | AGAINST 8 funds |
Split 10 FOR, 7 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 6 FOR, 4 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | FOR 5 funds |
Split 26 FOR, 2 AGAINST |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
Split 4 FOR, 1 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 28 AGAINST |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal for stockholder right to act by written consent, if properly presented Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
Split 6 FOR, 3 AGAINST |
| AMERICAN AXLE & MANUFACTURING HLDGS INC | July 15, 2025 | To adjourn the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in the event there are insufficient votes at the time of such adjournment to approve the Charter Amendment Proposal or the Share Issuance Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 5 funds |
Split 20 FOR, 1 AGAINST |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | AGAINST 5 funds |
Split 4 FOR, 1 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 24 AGAINST |
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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.