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 |
|---|---|---|---|---|---|---|
| U-Haul Holding Company | August 21, 2025 | Election of Directors: Richard J. Herrera Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 3 funds |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 1 Million Capital Structure |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Approve Remuneration Policy of Chairman and CEO Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Approve Remuneration Policy of Vice-CEOs Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Million Capital Structure |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Authorize up to 0.30 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Executive Corporate Officers Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Authorize up to 5 Percent of Issued Capital for Use in Restricted Stock Plans Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Elect Axelle Lemaire as Director Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| UBISOFT ENTERTAINMENT | July 10, 2025 | Reelect Claude France as Director Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UNIFI, INC. | October 28, 2025 | Advisory vote to approve UNIFI's named executive officer compensation in fiscal 2025. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| UNISOL Holdings Corp. | March 27, 2026 | Elect Director Furusato, Ryohei Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| UNISPLENDOUR CORPORATION LTD | May 20, 2026 | Approve Appointment of Financial Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 6 funds |
ABSTAIN 1 fund |
| UNISYS CORPORATION | April 30, 2026 | Non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| UNITED THERAPEUTICS CORPORATION | June 26, 2026 | Approval of the United Therapeutics Corporation 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| UNIVERSAL ELECTRONICS INC. | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| UOL GROUP LTD | April 27, 2026 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Capital Structure |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| UOL GROUP LTD | April 27, 2026 | Elect Wee Ee-chao as Director Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UPM-KYMMENE CORP | April 9, 2026 | APPROVE REMUNERATION POLICY AND OTHER TERMS OF EMPLOYMENT FOR EXECUTIVE MANAGEMENT Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| UPSTART HOLDINGS, INC. | May 28, 2026 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| URBAN EDGE PROPERTIES | May 6, 2026 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| USCB Financial Holdings, Inc. | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Ramon Abadin Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| USIO, INC. | June 10, 2026 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Dara Khosrowshahi Director Elections |
Board | For | AGAINST 7 funds |
FOR 20 funds |
| UltraTech Cement Ltd. | August 19, 2025 | Approve Makarand M. Joshi & Co. as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| UltraTech Cement Ltd. | August 19, 2025 | Elect V. Chandrasekaran as Director Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Under Armour, Inc. | September 3, 2025 | Election of Directors: Kevin A. Plank Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| Union Bank of India | August 1, 2025 | Approve Ragini Chokshi & Co., Company Secretaries as a Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 2 funds |
ABSTAIN 1 fund |
| Unisys Corporation | April 30, 2026 | Election of Directors: Matthew J. Desch Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| United Bancorp, Inc. | April 22, 2026 | To Elect as Directors the Nominees Set Forth at Below: John M. Hoopingarner Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Thomas E. Moloney Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Yoshikazu Maruyama Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| United Rentals, Inc. | May 8, 2026 | Election of Directors: Kim Harris Jones Director Elections |
Board | For | AGAINST 8 funds |
FOR 19 funds |
| United Spirits Limited | August 29, 2025 | Approve Makarand M. Joshi & Co as Secretarial Auditor and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| United Spirits Limited | December 20, 2025 | Elect Narayan K. Seshadri as Director Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| United States Lime & Minerals, Inc. | May 1, 2026 | To elect Directors - Nominees: A. M. Doumet Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| United States Lime & Minerals, Inc. | May 1, 2026 | To elect Directors - Nominees: J. A. Wolkenstein Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| United States Lime & Minerals, Inc. | May 1, 2026 | To elect Directors - Nominees: L. R. Weirich Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| United States Lime & Minerals, Inc. | May 1, 2026 | To elect Directors - Nominees: S. C. Duhe Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| United States Lime & Minerals, Inc. | May 1, 2026 | To elect Directors - Nominees: T. S. Hawkins, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| Unity Software Inc. | May 13, 2026 | To elect each of the Board of Directors' three nominees for director named in the accompanying proxy statement, to serve as a Class III member of the Board of Directors until the 2029 Annual Meeting of Stockholders and until their successors are elected and qualified, subject to their earlier death, resignation or removal: Matthew Bromberg Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Universal Entertainment Corp. | July 23, 2025 | Elect Director Okada, Tomohiro Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Universal Entertainment Corp. | March 27, 2026 | Elect Director Okada, Tomohiro Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| Upstream Bio, Inc. | June 9, 2026 | To elect two class II directors to Upstream's board of directors, each to serve until the 2029 annual meeting of Upstream's stockholders, and until his respective successor has been duly elected and qualified, or until his earlier death, resignation or removal: H. Edward Fleming, Jr., M.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| V Technology Co., Ltd. | June 25, 2026 | Elect Director Sugimoto, Shigeto Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VAT GROUP AG | April 28, 2026 | Ratify KPMG AG as Auditors Audit-related |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| VEEVA SYSTEMS INC. | June 17, 2026 | To elect the following to serve as directors until the annual meeting to be held in 2027 or until their successors are duly elected and qualified. Tim Cabral Director Elections |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| VERA BRADLEY, INC. | June 4, 2026 | To approve an amendment to the Company's 2020 Equity and Incentive Plan to increase the number of shares authorized for issuance by 3,000,000 shares. Compensation |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| VERA BRADLEY, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| VERACYTE, INC. | June 10, 2026 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| VERICEL CORPORATION | April 29, 2026 | To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| VERITEX HOLDINGS, INC. | September 22, 2025 | To approve, on an advisory (non-binding) basis, the merger-related named executive officer compensation that will or may be paid to Veritex's named executive officers in connection with the merger (the "Veritex compensation proposal"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| VERONA PHARMA PLC | September 24, 2025 | To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the Transaction, as disclosed in the table entitled "Potential Payments to Named Executive Officers" beginning on page 70 of the proxy statement, including the associated narrative discussion, and the agreements or understandings pursuant to which such compensation may be paid or become payable. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VIASAT, INC. | September 4, 2025 | Amendment and Restatement of the 1996 Equity Participation Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| VINCI SA | April 14, 2026 | Approve Remuneration Policy of Directors Compensation |
Board | For | AGAINST 4 funds |
FOR 10 funds |
| VIR BIOTECHNOLOGY, INC. | May 26, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| VIRGIN GALACTIC HOLDINGS, INC. | June 11, 2026 | Approval of the Fourth Amended and Restated Virgin Galactic Holdings, Inc. 2019 Incentive Award Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VIRNETX HOLDING CORPORATION | June 11, 2026 | To approve an amendment to our Amended and Restated 2013 Equity Incentive Plan to increase the share reserve. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VIRNETX HOLDING CORPORATION | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VIRTU FINANCIAL INC | June 10, 2026 | Advisory Vote to Approve Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| VISTAGEN THERAPEUTICS, INC. | September 9, 2025 | To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers (NEOs). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VITAL FARMS, INC. | June 10, 2026 | To elect the two nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term. Russell Diez-Canseco Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Approval of the Company's 2026 Omnibus Share Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| VSE CORPORATION | May 7, 2026 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| VSE Corporation | May 7, 2026 | Election of eight directors: Anita D. Britt Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| VSE Corporation | May 7, 2026 | Election of eight directors: Edward P. Dolanski Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| VSE Corporation | May 7, 2026 | Election of eight directors: John E. Potter Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| VSE Corporation | May 7, 2026 | Election of eight directors: Lloyd E. Johnson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| Value Line, Inc. | October 7, 2025 | ELECTION OF CANDIDATES FOR DIRECTORS: A.R. Fiore Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Value Line, Inc. | October 7, 2025 | ELECTION OF CANDIDATES FOR DIRECTORS: H.A. Brecher Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| Value Line, Inc. | October 7, 2025 | ELECTION OF CANDIDATES FOR DIRECTORS: M. Bernstein Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Value Line, Inc. | October 7, 2025 | ELECTION OF CANDIDATES FOR DIRECTORS: S.P. Davis Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Anne Sheehan Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Hillary Super Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Irene Chang Britt Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Jacqueline Hernandez Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Lauren Peters Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Rod Little Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victoria's Secret & Co. | June 11, 2026 | To elect nine directors to serve until the 2027 annual meeting of stockholders: Sarah Davis Director Elections |
Board | Contested | AGAINST 5 funds |
FOR 6 funds |
| Victory Capital Holdings, Inc. | May 6, 2026 | Election of Class II Directors: Alan H. Rappaport Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Victory Capital Holdings, Inc. | May 6, 2026 | Election of Class II Directors: Celine Boyer-Chammard Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| VirTra, Inc. | October 14, 2025 | Election of Directors: Michael T. Ayers Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Virgin Galactic Holdings, Inc. | June 11, 2026 | Election of the director nominees listed in this Proxy Statement: Craig Kreeger Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Virgin Galactic Holdings, Inc. | June 11, 2026 | Election of the director nominees listed in this Proxy Statement: Henio Arcangeli, Jr. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Vishay Intertechnology, Inc. | May 18, 2026 | Election of Directors Nominees for 3-year terms: Dr. Abraham Ludomirski Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Vishay Intertechnology, Inc. | May 18, 2026 | Election of Directors Nominees for 3-year terms: Michael J. Cody Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Vishay Intertechnology, Inc. | May 18, 2026 | Election of Directors Nominees for 3-year terms: Raanan Zilberman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Vital KSK Holdings, Inc. | June 25, 2026 | Elect Director Katsura, Jun Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| Vital KSK Holdings, Inc. | June 25, 2026 | Elect Director Murai, Taisuke Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Vodafone Idea Limited | August 25, 2025 | Approve Umesh Ved & Associates, Company Secretaries as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 2 funds |
ABSTAIN 1 fund |
| Vodafone Idea Limited | August 25, 2025 | Reelect Anjani Kumar Agrawal as Director Director Elections |
Board | For | FOR 2 funds |
ABSTAIN 1 fund |
| Vodafone Idea Limited | August 25, 2025 | Reelect Kumar Mangalam Birla as Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| Voltas Limited | July 8, 2025 | Approve N L Bhatia & Associates, Company Secretaries as Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 1 fund |
ABSTAIN 1 fund |
| Voltas Limited | July 8, 2025 | Approve Payment of Long-Term Incentive to Pradeep Kumar Bakshi under Long-Term Incentive Scheme 2024 Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Voltas Limited | July 8, 2025 | Reelect Noel Tata as Director Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| Voyager Therapeutics, Inc. | June 9, 2026 | To elect each of the following nominees to serve as a Class II director until the 2029 annual meeting of stockholders and until his successor is duly elected and qualified, or until his earlier death, resignation, or removal: James A. Geraghty Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| WALKER & DUNLOP, INC. | May 19, 2026 | Election of Directors: Donna Wells Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| WANHUA CHEMICAL GROUP CO LTD | May 12, 2026 | Approve Payment of Remuneration to Auditors Audit-related |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| WANHUA CHEMICAL GROUP CO LTD | May 12, 2026 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 7 funds |
ABSTAIN 1 fund |
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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.