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 |
|---|---|---|---|---|---|---|
| Ibotta, Inc. | May 19, 2026 | Election of Directors: Larry W. Sonsini Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 1 AGAINST |
| Ichibanya Co., Ltd. | May 29, 2026 | Elect Director Kuzuhara, Mamoru Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Ichigo, Inc. | May 24, 2026 | Elect Director Fujita, Tetsuya Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Ichigo, Inc. | May 24, 2026 | Elect Director Hasegawa, Takuma Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Ichigo, Inc. | May 24, 2026 | Elect Director Scott Callon Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Idaho Strategic Resources, Inc. | June 10, 2026 | Election of Directors: Kevin Shiell Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 4 WITHHOLD |
| Idemitsu Kosan Co., Ltd. | June 24, 2026 | Elect Director Sakai, Noriaki Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: Daniel J. Brutto Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: David B. Smith, Jr. Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: E. Scott Santi Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: James W. Griffith Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: Pamela B. Strobel Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illinois Tool Works Inc. | May 8, 2026 | Election of Directors: Susan Crown Director Elections |
Board | For | FOR 6 funds |
Split 19 FOR, 1 AGAINST |
| Illumina, Inc. | May 21, 2026 | Election of Directors: Anna Richo Director Elections |
Board | For | FOR 5 funds |
Split 10 FOR, 2 AGAINST |
| Iluka Resources Limited | April 30, 2026 | Approve Grant of Performance Rights to Tom O'Leary under the 2026 Long-Term Incentive Plan (LTIP) Compensation |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| Iluka Resources Limited | April 30, 2026 | Approve Grant of Performance Rights to Tom O'Leary under the 2026 Long-Term Strategic Award Compensation |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| Iluka Resources Limited | April 30, 2026 | Approve Grant of Restricted Shares to Tom O'Leary under the 2025 Short-Term Incentive Plan (STIP) Compensation |
Board | For | FOR 6 funds |
Split 2 FOR, 1 AGAINST |
| Inaba Denkisangyo Co., Ltd. | June 26, 2026 | Elect Director Tamagaki, Masayuki Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Inaba Denkisangyo Co., Ltd. | June 26, 2026 | Elect Director and Audit Committee Member Shinada, Ichiko Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: Stephen L. Gulis, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: Terance L. Beia Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| Independent Bank Corporation | April 21, 2026 | Election of Directors: William B. Kessel Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| Indus Towers Limited | November 16, 2025 | Reelect Sharad Bhansali as Director Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| Industrial Logistics Properties Trust | June 9, 2026 | Election of Trustees: Nominees (for Independent Trustee): Kevin C. Phelan Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 1 WITHHOLD |
| Industrial Logistics Properties Trust | June 9, 2026 | Election of Trustees: Nominees (for Independent Trustee): Lisa Harris Jones Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 1 WITHHOLD |
| Industrial Logistics Properties Trust | June 9, 2026 | Election of Trustees: Nominees (for Managing Trustee): Adam Portnoy Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 1 WITHHOLD |
| Infomart Corp. | March 25, 2026 | Elect Director Kimura, Shin Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Inseego Corp. | June 16, 2026 | Elect two directors to serve until the 2029 Annual Meeting of Stockholders.: Jeffrey Tuder Director Elections |
Board | For | WITHHOLD 2 funds |
Split 6 FOR, 1 WITHHOLD |
| Insignia Financial Ltd. | April 13, 2026 | Approve Scheme of Arrangement in Relation to the Proposed Acquisition of the Company by Daintree BidCo Pty Ltd Extraordinary Transactions |
Board | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| Insperity, Inc. | May 18, 2026 | Election of Class I Directors: Ellen H. Masterson Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| Insperity, Inc. | May 18, 2026 | Election of Class I Directors: Latha Ramchand Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| Insperity, Inc. | May 18, 2026 | Election of Class I Directors: Timothy T. Clifford Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| Insperity, Inc. | May 18, 2026 | Election of Class I Directors: W. Philip Wilmington Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 2 AGAINST |
| Insulet Corporation | May 20, 2026 | Election of Directors: Luciana Borio Director Elections |
Board | For | FOR 5 funds |
Split 9 FOR, 7 WITHHOLD |
| Insulet Corporation | May 20, 2026 | Election of Directors: Michael R. Minogue Director Elections |
Board | For | FOR 5 funds |
Split 9 FOR, 7 WITHHOLD |
| Insulet Corporation | May 20, 2026 | Election of Directors: Timothy C. Stonesifer Director Elections |
Board | For | FOR 5 funds |
Split 9 FOR, 7 WITHHOLD |
| Intact Financial Corporation | May 6, 2026 | Ratify Ernst & Young LLP as Auditors Audit-related |
Board | For | FOR 4 funds |
Split 1 FOR, 1 WITHHOLD |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Earl H. Nemser Director Elections |
Board | For | AGAINST 5 funds |
Split 6 FOR, 11 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Milan Galik Director Elections |
Board | For | AGAINST 5 funds |
Split 16 FOR, 2 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 5 funds |
Split 16 FOR, 2 AGAINST |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: William Peterffy Director Elections |
Board | For | AGAINST 5 funds |
Split 6 FOR, 11 AGAINST |
| Intercontinental Exchange, Inc. | May 15, 2026 | Election of Directors To be elected for terms expiring in 2027: Caroline L. Silver Director Elections |
Board | For | FOR 7 funds |
Split 19 FOR, 1 AGAINST |
| Intercontinental Exchange, Inc. | May 15, 2026 | Election of Directors To be elected for terms expiring in 2027: Jeffrey C. Sprecher Director Elections |
Board | For | FOR 7 funds |
Split 19 FOR, 1 AGAINST |
| International Bancshares Corporation | May 18, 2026 | ELECTION OF DIRECTORS: A. R. Sanchez, Jr. Director Elections |
Board | For | FOR 8 funds |
Split 4 FOR, 6 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Alex Gorsky Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Alfred W. Zollar Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Andrew N. Liveris Director Elections |
Board | For | FOR 6 funds |
Split 17 FOR, 2 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Arvind Krishna Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: David N. Farr Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: F. William McNabb III Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Michael Miebach Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Peter R. Voser Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Ramon Laguarta Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| International Business Machines Corporation | April 28, 2026 | Election of Directors for a Term of One Year: Thomas Buberl Director Elections |
Board | For | FOR 6 funds |
Split 18 FOR, 1 AGAINST |
| Internet Initiative Japan, Inc. | June 26, 2026 | Elect Director Taniwaki, Yasuhiko Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Interparfums, Inc. | September 10, 2025 | Election of Directors: Francois Heilbronn Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 6 WITHHOLD |
| Interparfums, Inc. | September 10, 2025 | Election of Directors: Robert Bensoussan Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 2 WITHHOLD |
| Interparfums, Inc. | September 10, 2025 | Election of Directors: Veronique Gabai-Pinsky Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 2 WITHHOLD |
| Intuit Inc. | January 22, 2026 | Election of Directors: Deborah Liu Director Elections |
Board | For | FOR 5 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Forrest Norrod Director Elections |
Board | For | FOR 5 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Sasan K. Goodarzi Director Elections |
Board | For | FOR 5 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Tekedra Mawakana Director Elections |
Board | For | FOR 5 funds |
Split 24 FOR, 1 AGAINST |
| Intuit Inc. | January 22, 2026 | Election of Directors: Thomas Szkutak Director Elections |
Board | For | FOR 5 funds |
Split 24 FOR, 1 AGAINST |
| Investors Title Company | May 20, 2026 | Election of Directors: Tammy F. Coley Director Elections |
Board | For | WITHHOLD 7 funds |
Split 6 FOR, 1 WITHHOLD |
| Investors Title Company | May 20, 2026 | Election of Directors: W. Morris Fine Director Elections |
Board | For | WITHHOLD 7 funds |
Split 6 FOR, 1 WITHHOLD |
| Invitation Homes Inc. | May 7, 2026 | To elect director nominees: Joseph D. Margolis Director Elections |
Board | For | FOR 2 funds |
Split 17 FOR, 1 WITHHOLD |
| Invitation Homes Inc. | May 7, 2026 | To elect director nominees: Keith D. Taylor Director Elections |
Board | For | FOR 2 funds |
Split 17 FOR, 1 WITHHOLD |
| Invitation Homes Inc. | May 7, 2026 | To elect director nominees: Kellyn Smith Kenny Director Elections |
Board | For | FOR 2 funds |
Split 17 FOR, 1 WITHHOLD |
| Invitation Homes Inc. | May 7, 2026 | To elect director nominees: Michael D. Fascitelli Director Elections |
Board | For | FOR 2 funds |
Split 17 FOR, 1 WITHHOLD |
| Ionis Pharmaceuticals, Inc. | June 4, 2026 | Election of Directors: Joan E. Herman Director Elections |
Board | For | FOR 4 funds |
Split 7 FOR, 1 AGAINST |
| Ionis Pharmaceuticals, Inc. | June 4, 2026 | Election of Directors: Spencer R. Berthelsen Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 6 AGAINST |
| Itochu Enex Co., Ltd. | June 17, 2026 | Elect Director Tabata, Nobuyuki Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| Itoham Yonekyu Holdings, Inc. | June 19, 2026 | Elect Director Urata, Hiroyuki Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Priya Patil Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 5 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Russell Ball Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 2 AGAINST |
| Iwatani Corp. | June 17, 2026 | Elect Director Majima, Hiroshi Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Iwatani Corp. | June 17, 2026 | Elect Director Makino, Akiji Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Iwatani Corp. | June 17, 2026 | Elect Director Mori, Shosuke Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Iwatani Corp. | June 17, 2026 | Elect Director Saito, Yuki Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Iyogin Holdings, Inc. | June 26, 2026 | Elect Alternate Director and Audit Committee Member Okuma, Nobusada Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| Iyogin Holdings, Inc. | June 26, 2026 | Elect Director Miyoshi, Kenji Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| Izumi Co., Ltd. | May 27, 2026 | Elect Director Machida, Shigeki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| J.Jill, Inc. | June 3, 2026 | To elect two directors: Michael Rahamim Director Elections |
Board | For | WITHHOLD 6 funds |
Split 4 FOR, 1 WITHHOLD |
| JACCS Co., Ltd. | June 25, 2026 | Elect Director Murakami, Ryo Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | To approve the Company's 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
Split 17 FOR, 1 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
Split 17 FOR, 1 AGAINST |
| JACK HENRY & ASSOCIATES, INC. | November 12, 2025 | To elect ten directors to serve until the 2026 Annual Meeting of Stockholders: Curtis A. Campbell Director Elections |
Board | For | FOR 5 funds |
Split 17 FOR, 1 AGAINST |
| JAMES HARDIE INDUSTRIES PLC | October 29, 2025 | APPROVE THE REMUNERATION REPORT Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 17 AGAINST |
| JAMF HOLDING CORP | January 8, 2026 | A proposal to adopt the Agreement and Plan of Merger (as it may be amended, supplemented or otherwise modified from time to time, the "Merger Agreement"), dated as of October 28, 2025, by and among Jamf, Jawbreaker Parent, Inc., a Delaware corporation ("Parent"), and Jawbreaker Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub will merge with and into Jamf, with Jamf continuing as the surviving corporation and as a wholly owned subsidiary of Parent (the "Merger"); Extraordinary Transactions |
Board | For | FOR 7 funds |
Split 4 FOR, 3 ABSTAIN |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Advisory Say-on-Pay Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | AGAINST 7 funds |
Split 4 FOR, 4 AGAINST |
| JANUX THERAPEUTICS, INC. | June 11, 2026 | To elect the two nominees for Class II director named in the accompanying proxy statement to serve for three-year terms until the 2029 Annual Meeting of Stockholders. Natasha Hernday Director Elections |
Board | For | WITHHOLD 1 fund |
Split 4 FOR, 1 WITHHOLD |
| JAPAN POST INSURANCE Co., Ltd. | June 22, 2026 | Elect Director Onishi, Toru Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| JAPAN TOBACCO INC. | March 25, 2026 | Elect Director Okamoto, Shigeaki Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 4 AGAINST |
| JB Hi-Fi Limited | October 30, 2025 | Approve Allocation of Restricted Shares to Nick Wells Compensation |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| JBG SMITH PROPERTIES | April 30, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| JCU Corp. | June 25, 2026 | Elect Director Omori, Akihisa Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JD SPORTS FASHION PLC | July 2, 2025 | Approve Remuneration Policy Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 4 FOR, 4 AGAINST |
| JDE PEET'S N.V. | March 2, 2026 | Elect Anthony Shoemaker as Executive Director B Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 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.