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Dimensional vs Equitable: how alike they voted, 2025-2026

94.6% When both took a single position, they voted the same way on 94.6% of 51,620 items (48,808 the same, 2,812 different). 5,938 items where at least one of them split its funds are listed separately below. Both voted on 57,558 items in all.

Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 57,55848,8082,812 5,93894.6%90.8%
Board proposals 49,69841,6912,635 5,37294.1%90.1%
E&S shareholder proposals 174790 95100.0%86.0%
Other items 7,6867,038177 47197.5%95.3%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalEquitable
Hawthorn Bancshares, Inc. June 2, 2026 ELECTION OF FOUR CLASS I DIRECTORS: Douglas T. Eden
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 AGAINST
Hayward Holdings, Inc. May 21, 2026 Election of Directors: Arthur Soucy
Director Elections
Board For WITHHOLD
8 funds
Split
1 FOR, 2 WITHHOLD
Hayward Holdings, Inc. May 21, 2026 Election of Directors: Kevin Brown
Director Elections
Board For WITHHOLD
8 funds
Split
1 FOR, 2 WITHHOLD
Hayward Holdings, Inc. May 21, 2026 Election of Directors: Lori Walker
Director Elections
Board For WITHHOLD
8 funds
Split
1 FOR, 2 WITHHOLD
Heartland Express, Inc. May 14, 2026 Election of Directors: J. Pratt
Director Elections
Board For FOR
7 funds
Split
2 FOR, 3 WITHHOLD
Hecla Mining Company May 21, 2026 ELECTION OF TWO CLASS I DIRECTORS: Dean R. Gehring
Director Elections
Board For FOR
7 funds
Split
5 FOR, 4 AGAINST
Heiwa Corp. June 26, 2026 Elect Director Endo, Akinori
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Heiwa Corp. June 26, 2026 Elect Director Yamaguchi, Kota
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Helmerich & Payne, Inc. March 4, 2026 Election of Directors: Donald F. Robillard, Jr.
Director Elections
Board For FOR
8 funds
Split
3 FOR, 2 AGAINST
Henry Schein, Inc. May 21, 2026 Election of Incumbent Directors: Max Lin
Director Elections
Board For AGAINST
10 funds
Split
9 FOR, 10 AGAINST
Henry Schein, Inc. May 21, 2026 Election of Incumbent Directors: William K. "Dan" Daniel
Director Elections
Board For FOR
10 funds
Split
19 FOR, 1 AGAINST
Hermes International SA April 17, 2026 Reelect Dorothee Altmayer as Supervisory Board Member
Director Elections
Board For AGAINST
3 funds
Split
4 FOR, 4 AGAINST
Hermes International SA April 17, 2026 Reelect Eric de Seynes as Supervisory Board Member
Director Elections
Board For AGAINST
3 funds
Split
4 FOR, 4 AGAINST
Hermes International SA April 17, 2026 Reelect Renaud Mommeja as Supervisory Board Member
Director Elections
Board For AGAINST
3 funds
Split
4 FOR, 4 AGAINST
Hewlett Packard Enterprise Company April 1, 2026 Election of Directors: Bethany J. Mayer
Director Elections
Board For FOR
7 funds
Split
20 FOR, 1 AGAINST
Hewlett Packard Enterprise Company April 1, 2026 Election of Directors: Frank A. D'Amelio
Director Elections
Board For FOR
7 funds
Split
20 FOR, 1 AGAINST
Hewlett Packard Enterprise Company April 1, 2026 Election of Directors: Patricia F. Russo
Director Elections
Board For FOR
7 funds
Split
20 FOR, 1 AGAINST
Hexcel Corporation May 14, 2026 Election of Directors: Cynthia M. Egnotovich
Director Elections
Board For FOR
6 funds
Split
8 FOR, 1 AGAINST
Hilltop Holdings Inc. July 24, 2025 Election of Directors: A. Haag Sherman
Director Elections
Board For WITHHOLD
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Carl B. Webb
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Hill A. Feinberg
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Jonathan S. Sobel
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Kenneth D. Russell
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Lee Lewis
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Rhodes R. Bobbitt
Director Elections
Board For WITHHOLD
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Tom C. Nichols
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Hilltop Holdings Inc. July 24, 2025 Election of Directors: Tracy A. Bolt
Director Elections
Board For FOR
5 funds
Split
3 FOR, 2 WITHHOLD
Himalaya Shipping Ltd. May 20, 2026 Reelect Bjorn Isaksen as Director
Director Elections
Board For FOR
3 funds
Split
1 FOR, 4 AGAINST
Himalaya Shipping Ltd. May 20, 2026 Reelect Carl E. Steen as Director
Director Elections
Board For FOR
3 funds
Split
1 FOR, 4 AGAINST
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Andrea Perez
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Andrew Dudum
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Anja Manuel
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Christopher Payne
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: David Wells
Director Elections
Board For WITHHOLD
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Deb Autor
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Delos Cosgrove, M.D.
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 WITHHOLD
Hims & Hers Health, Inc. June 11, 2026 Election of Directors: Kare Schultz
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 WITHHOLD
Hindalco Industries Limited August 21, 2025 Reelect Rajashree Birla as Director
Director Elections
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
Hindalco Industries Limited August 21, 2025 Reelect Sushil Agarwal as Director
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
Hippo Holdings Inc. June 2, 2026 Elect three class II directors for a three-year term: Hugh R. Frater
Director Elections
Board For WITHHOLD
5 funds
Split
5 FOR, 1 WITHHOLD
Hippo Holdings Inc. June 2, 2026 Elect three class II directors for a three-year term: Lori Dickerson Fouche
Director Elections
Board For WITHHOLD
5 funds
Split
5 FOR, 1 WITHHOLD
Hippo Holdings Inc. June 2, 2026 Elect three class II directors for a three-year term: Richard McCathron
Director Elections
Board For WITHHOLD
5 funds
Split
5 FOR, 1 WITHHOLD
Hirogin Holdings, Inc. June 24, 2026 Elect Director Hiroe, Yuji
Director Elections
Board For FOR
5 funds
Split
1 FOR, 1 AGAINST
Hirogin Holdings, Inc. June 24, 2026 Elect Director and Audit Committee Member Tani, Hiroko
Director Elections
Board For AGAINST
5 funds
Split
1 FOR, 1 AGAINST
Hisamitsu Pharmaceutical Co., Inc. April 17, 2026 Approve Reverse Stock Split to Squeeze Out Minority Shareholders
Extraordinary Transactions
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
Hitachi Construction Machinery Co., Ltd. June 29, 2026 Elect Director Tsubai, Hiroyuki
Director Elections
Board For FOR
5 funds
Split
1 FOR, 1 AGAINST
Hokkaido Electric Power Co., Inc. June 25, 2026 Elect Director Saito, Susumu
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
Hokkaido Electric Power Co., Inc. June 25, 2026 Elect Director and Audit Committee Member Takeuchi, Iwao
Director Elections
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
Hokuetsu Corp. June 26, 2026 Elect Director Wakamoto, Shigeru
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
Hokuhoku Financial Group, Inc. June 23, 2026 Elect Director Nakazawa, Hiroshi
Director Elections
Board For AGAINST
6 funds
Split
1 FOR, 1 AGAINST
Hokuhoku Financial Group, Inc. June 23, 2026 Elect Director and Audit Committee Member Makino, Shinya
Director Elections
Board For AGAINST
6 funds
Split
1 FOR, 1 AGAINST
Hokuriku Electric Power Co. June 25, 2026 Elect Director Matsuda, Koji
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
Hokuriku Electric Power Co. June 25, 2026 Elect Director Yagi, Seiichiro
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
Holley Inc. May 1, 2026 Election of Directors: Ginger Jones
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 1 WITHHOLD
Holley Inc. May 1, 2026 Election of Directors: James Coady
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 1 WITHHOLD
Home Bancorp, Inc. May 12, 2026 Election of Directors: Three-year term expiring in 2029: Chris P. Rader
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 WITHHOLD
Home Bancorp, Inc. May 12, 2026 Election of Directors: Two-year term expiring in 2028: Daniel G. Guidry
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 WITHHOLD
HomeTrust Bancshares, Inc. May 18, 2026 The election of three directors: Jesse J. Cureton, Jr.
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 WITHHOLD
HomeTrust Bancshares, Inc. May 18, 2026 The election of three directors: Narasimhulu Neelagaru, M.D.
Director Elections
Board For FOR
7 funds
Split
4 FOR, 1 WITHHOLD
Honda Motor Co., Ltd. June 26, 2026 Elect Director Agatsuma, Mika
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Higashi, Kazuhiro
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Kaihara, Noriya
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Kokubu, Fumiya
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Mibe, Toshihiro
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Morisawa, Jiro
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Nagata, Ryoko
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Ogawa, Yoichiro
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Sakai, Kunihiko
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Shikama, Mahito
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Honda Motor Co., Ltd. June 26, 2026 Elect Director Suzuki, Asako
Director Elections
Board For FOR
1 fund
Split
4 FOR, 4 AGAINST
Houlihan Lokey, Inc. September 17, 2025 To elect three Class I directors to our board of directors: Paul A. Zuber
Director Elections
Board For WITHHOLD
5 funds
Split
3 FOR, 6 WITHHOLD
Houlihan Lokey, Inc. September 17, 2025 To elect three Class I directors to our board of directors: Scott L. Beiser
Director Elections
Board For WITHHOLD
5 funds
Split
3 FOR, 6 WITHHOLD
Houlihan Lokey, Inc. September 17, 2025 To elect three Class I directors to our board of directors: Todd J. Carter
Director Elections
Board For WITHHOLD
5 funds
Split
3 FOR, 6 WITHHOLD
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Edward A. Kangas
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: J. Larry Sorsby
Director Elections
Board For FOR
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Joseph A. Marengi
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Miriam Hernandez-Kakol
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Robert B. Coutts
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Robin Stone Sellers
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Hovnanian Enterprises, Inc. March 31, 2026 Election of Directors: Vincent Pagano Jr.
Director Elections
Board For AGAINST
9 funds
Split
5 FOR, 1 AGAINST
Howmet Aerospace Inc. May 19, 2026 Election of Directors: Amy E. Alving
Director Elections
Board For FOR
6 funds
Split
18 FOR, 1 AGAINST
Howmet Aerospace Inc. May 19, 2026 Election of Directors: James F. Albaugh
Director Elections
Board For FOR
6 funds
Split
18 FOR, 1 AGAINST
Howmet Aerospace Inc. May 19, 2026 Election of Directors: John C. Plant
Director Elections
Board For FOR
6 funds
Split
18 FOR, 1 AGAINST
Howmet Aerospace Inc. May 19, 2026 Election of Directors: Sharon R. Barner
Director Elections
Board For FOR
6 funds
Split
18 FOR, 1 AGAINST
Hudson Technologies, Inc. June 10, 2026 To elect a class of four directors to the Board of Directors: Eric A. Prouty
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 WITHHOLD
Hudson Technologies, Inc. June 10, 2026 To elect a class of four directors to the Board of Directors: Loan N. Mansy
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 WITHHOLD
Hudson Technologies, Inc. June 10, 2026 To elect a class of four directors to the Board of Directors: Richard Parrillo
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 WITHHOLD
Humana Inc. April 16, 2026 Election of Directors: Wayne A. I. Frederick, M.D.
Director Elections
Board For FOR
7 funds
Split
6 FOR, 14 AGAINST
Hut 8 Corp. June 11, 2026 To elect eight directors to serve until our 2027 Annual Meeting of Stockholders: Mayo A. Shattuck III
Director Elections
Board For FOR
6 funds
Split
2 FOR, 3 AGAINST
Hyliion Holdings Corp. May 19, 2026 Election of Directors: Mary Gustanski
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 1 WITHHOLD
Hyliion Holdings Corp. May 19, 2026 Election of Directors: Robert Knight, Jr.
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 1 WITHHOLD
Hyliion Holdings Corp. May 19, 2026 Election of Directors: Rodger Boehm
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Alfred M. Rankin, Jr.
Director Elections
Board For WITHHOLD
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Ann A. O'Hara
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Britton T. Taplin
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Carolyn Corvi
Director Elections
Board For WITHHOLD
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Claiborne R. Rankin
Director Elections
Board For WITHHOLD
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Colleen R. Batcheler
Director Elections
Board For WITHHOLD
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: David B.H. Williams
Director Elections
Board For WITHHOLD
8 funds
Split
5 FOR, 1 WITHHOLD
Hyster-Yale, Inc. May 12, 2026 Election of Directors: Edward T. Eliopoulos
Director Elections
Board For FOR
8 funds
Split
5 FOR, 1 WITHHOLD

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← All 20 managers, 2025-2026

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