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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
OptimizeRx Corporation June 9, 2026 Election of each of the seven director nominees listed below: James Lang
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
OptimizeRx Corporation June 9, 2026 Election of each of the seven director nominees listed below: Lynn O'Connor Vos
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
OptimizeRx Corporation June 9, 2026 Election of each of the seven director nominees listed below: Patrick Spangler
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
Optimum Communications, Inc. June 10, 2026 Election of Directors: Dennis Okhuijsen
Director Elections
Board For AGAINST
4 funds
Split
4 FOR, 1 AGAINST
Optimum Communications, Inc. June 10, 2026 Election of Directors: Mark Mullen
Director Elections
Board For AGAINST
4 funds
Split
4 FOR, 1 AGAINST
Optimum Communications, Inc. June 10, 2026 Election of Directors: Patrick Drahi
Director Elections
Board For AGAINST
4 funds
Split
4 FOR, 1 AGAINST
Oracle Corp Japan August 22, 2025 Elect Director John L. Hall
Director Elections
Board For AGAINST
1 fund
Split
5 FOR, 3 AGAINST
Oracle Corp Japan August 22, 2025 Elect Director Misawa, Toshimitsu
Director Elections
Board For FOR
1 fund
Split
5 FOR, 3 AGAINST
Oracle Corp Japan August 22, 2025 Elect Director Natsuno, Takeshi
Director Elections
Board For FOR
1 fund
Split
5 FOR, 3 AGAINST
Oracle Corporation November 18, 2025 Election of Directors: Awo Ablo
Director Elections
Board For FOR
6 funds
Split
12 FOR, 13 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Bruce R. Chizen
Director Elections
Board For FOR
6 funds
Split
11 FOR, 14 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Charles W. Moorman
Director Elections
Board For WITHHOLD
6 funds
Split
17 FOR, 8 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: George H. Conrades
Director Elections
Board For WITHHOLD
6 funds
Split
17 FOR, 8 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Jeffrey O. Henley
Director Elections
Board For FOR
6 funds
Split
16 FOR, 9 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Jeffrey S. Berg
Director Elections
Board For FOR
6 funds
Split
17 FOR, 8 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Michael J. Boskin
Director Elections
Board For FOR
6 funds
Split
16 FOR, 9 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Naomi O. Seligman
Director Elections
Board For WITHHOLD
6 funds
Split
17 FOR, 8 WITHHOLD
Oracle Corporation November 18, 2025 Election of Directors: Rona A. Fairhead
Director Elections
Board For FOR
6 funds
Split
17 FOR, 8 WITHHOLD
Orange County Bancorp, Inc. May 26, 2026 Election of Directors: Marianna R. Kennedy (three-year term)
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 WITHHOLD
Orange County Bancorp, Inc. May 26, 2026 Election of Directors: Richard B. Rowley (three-year term)
Director Elections
Board For FOR
6 funds
Split
5 FOR, 1 WITHHOLD
Orange SA May 19, 2026 Dismiss Pierre Chaussoneaux as Representative of Employees to the Board to Comply with Legal Changes Re: Gender Parity on the Board of Directors
Director Elections
Board Against AGAINST
5 funds
Split
4 FOR, 5 AGAINST
Orange SA May 19, 2026 Dismiss Sebastien Crozier as Representative of Employees to the Board to Comply with Legal Changes Re: Gender Parity on the Board of Directors
Director Elections
Board For FOR
5 funds
Split
5 FOR, 4 AGAINST
Orange SA May 19, 2026 Dismiss Vincent Gimeno as Representative of Employees to the Board to Comply with Legal Changes Re: Gender Parity on the Board of Directors
Director Elections
Board Against AGAINST
5 funds
Split
4 FOR, 5 AGAINST
Orange SA May 19, 2026 Reelect Jacques Aschenbroich as Director
Director Elections
Board For FOR
5 funds
Split
5 FOR, 4 AGAINST
Orange SA May 19, 2026 Reelect Valerie Beaulieu as Director
Director Elections
Board For FOR
5 funds
Split
5 FOR, 4 AGAINST
Organo Corp. June 26, 2026 Elect Director Yamada, Masayuki
Director Elections
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
Organogenesis Holdings Inc. June 15, 2026 Election of Directors: Jon Giacomin
Director Elections
Board For WITHHOLD
6 funds
Split
5 FOR, 2 WITHHOLD
Organon & Co. June 9, 2026 Election of Directors: Shalini Sharp
Director Elections
Board For FOR
5 funds
Split
1 FOR, 3 AGAINST
Orient Corp. June 24, 2026 Elect Director Nishino, Kazumi
Director Elections
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
Orient Corp. June 24, 2026 Elect Director Umemiya, Makoto
Director Elections
Board For FOR
1 fund
Split
1 FOR, 1 AGAINST
Oriental Land Co., Ltd. June 26, 2026 Elect Director Hanada, Tsutomu
Director Elections
Board For FOR
3 funds
Split
4 FOR, 4 AGAINST
Oriental Land Co., Ltd. June 26, 2026 Elect Director Kikuchi, Misao
Director Elections
Board For FOR
3 funds
Split
4 FOR, 4 AGAINST
Oriental Land Co., Ltd. June 26, 2026 Elect Director Takahashi, Wataru
Director Elections
Board For FOR
3 funds
Split
4 FOR, 4 AGAINST
Otis Worldwide Corporation May 27, 2026 Election of Directors: Judith F. Marks
Director Elections
Board For FOR
6 funds
Split
16 FOR, 1 AGAINST
Otter Tail Corporation April 13, 2026 To elect three Directors to Otter Tail Corporation's Board of Directors to serve terms of three years expiring in April 2029 and until their successors are duly elected and qualified: Jeanne H. Crain
Director Elections
Board For FOR
5 funds
Split
4 FOR, 1 WITHHOLD
Outset Medical, Inc. June 4, 2026 Election of Class III Directors: Brent D. Lang
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 1 WITHHOLD
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. June 3, 2026 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
Split
3 FOR, 2 AGAINST
PACIRA BIOSCIENCES, INC. June 9, 2026 Approval of our Amended and Restated 2011 Stock Incentive Plan.
Compensation
Board Contested AGAINST
7 funds
Split
4 FOR, 2 AGAINST
PACIRA BIOSCIENCES, INC. June 9, 2026 Approval, on an advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board Contested AGAINST
8 funds
Split
4 FOR, 2 AGAINST
PAL GROUP Holdings Co., Ltd. May 27, 2026 Appoint Statutory Auditor Odagiri, Chiharu
Compensation
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
PAL GROUP Holdings Co., Ltd. May 27, 2026 Elect Director Arai, Yoshiaki
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
PALANTIR TECHNOLOGIES INC. June 3, 2026 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For AGAINST
6 funds
Split
10 FOR, 10 AGAINST
PALO ALTO NETWORKS, INC. December 9, 2025 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
6 funds
Split
8 FOR, 13 AGAINST
PALVELLA THERAPEUTICS, INC June 10, 2026 Approval of an amendment to the 2024 Equity Incentive Plan to increase the authorized shares issuable under the 2024 Plan by 750,000 shares.
Compensation
Board For AGAINST
1 fund
Split
6 FOR, 2 AGAINST
PAMT CORP April 30, 2026 Election of Directors: Edwin J. Lukas
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
PAMT CORP April 30, 2026 Election of Directors: Frederick P. Calderone
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
PAMT CORP April 30, 2026 Election of Directors: Matthew J. Moroun
Director Elections
Board For WITHHOLD
7 funds
Split
4 FOR, 1 WITHHOLD
PAMT CORP April 30, 2026 Election of Directors: Matthew T. Moroun
Director Elections
Board For WITHHOLD
7 funds
Split
1 FOR, 4 WITHHOLD
PANDORA A/S March 11, 2026 Reelect Catherine Spindler as Director
Director Elections
Board For FOR
7 funds
Split
4 FOR, 3 ABSTAIN
PANDORA A/S March 11, 2026 Reelect Jan Zijderveld as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 4 ABSTAIN
PANDORA A/S March 11, 2026 Reelect Marianne Kirkegaard as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 4 ABSTAIN
PANDORA A/S March 11, 2026 Reelect Peter A. Ruzicka as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 4 ABSTAIN
PAR TECHNOLOGY CORPORATION May 29, 2026 Non-binding advisory vote to approve the compensation of the Company's Named Executive Officers ("Say-on-Pay Vote").
Say-on-Pay
Board For FOR
5 funds
Split
4 FOR, 2 AGAINST
PARAMOUNT GLOBAL July 2, 2025 The amendment and restatement of the Company's 2015 Equity Plan for Outside Directors, primarily to extend the plan's term.
Compensation
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
PARK NATIONAL CORPORATION April 27, 2026 Election of four directors, each to serve for a term of three years to expire at the 2029 Annual Meeting of Shareholders, and until his or her successor is duly elected and qualified, or until his or her earlier resignation, removal from office or death: D. Byrd MIller III
Director Elections
Board For FOR
8 funds
Split
3 FOR, 2 AGAINST
PARK-OHIO HOLDINGS CORP. May 14, 2026 Election of Directors: Dan T. Moore III
Director Elections
Board For WITHHOLD
7 funds
Split
5 FOR, 1 WITHHOLD
PARK-OHIO HOLDINGS CORP. May 14, 2026 Election of Directors: Howard W. Hanna IV
Director Elections
Board For FOR
7 funds
Split
5 FOR, 1 WITHHOLD
PARK-OHIO HOLDINGS CORP. May 14, 2026 Election of Directors: Patrick V. Auletta
Director Elections
Board For FOR
7 funds
Split
5 FOR, 1 WITHHOLD
PARKER-HANNIFIN CORPORATION October 22, 2025 Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
8 funds
Split
20 FOR, 1 AGAINST
PAYCHEX, INC. October 9, 2025 ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.
Say-on-Pay
Board For FOR
7 funds
Split
20 FOR, 1 AGAINST
PAYCOM SOFTWARE, INC. May 4, 2026 Advisory approval of the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
Split
8 FOR, 11 AGAINST
PAYCOM SOFTWARE, INC. May 4, 2026 To elect two Class I directors, each to serve until the date of the 2029 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or his or her earlier death, resignation or removal; J.C. Watts, Jr.
Director Elections
Board For AGAINST
6 funds
Split
10 FOR, 9 AGAINST
PBF Energy Inc. April 28, 2026 Election of Directors: Thomas J. Nimbley
Director Elections
Board For Split
7 FOR, 1 AGAINST
FOR
9 funds
PC Connection, Inc. May 13, 2026 To elect six directors to serve until the 2027 Annual Meeting of Stockholders: David Beffa-Negrini
Director Elections
Board For FOR
8 funds
Split
2 FOR, 3 WITHHOLD
PDD Holdings Inc. December 19, 2025 Elect Director Haifeng Lin
Director Elections
Board For AGAINST
5 funds
Split
1 FOR, 1 AGAINST
PDF SOLUTIONS, INC. June 16, 2026 Election of Directors: Joseph R. Bronson
Director Elections
Board For FOR
4 funds
Split
3 FOR, 2 AGAINST
PDF SOLUTIONS, INC. June 16, 2026 Election of Directors: Ye Jane Li
Director Elections
Board For FOR
4 funds
Split
3 FOR, 2 AGAINST
PEAKSTONE REALTY TRUST April 29, 2026 To approve the merger of Neon REIT Merger Sub LLC, a Delaware limited liability company (''REIT Merger Sub'') and a subsidiary of BSREP V Neon Pooling REIT L.P., BSREP V Neon Pooling Non-REIT L.P. and BSREP V Brookfield Neon Sub L.P., each a Delaware limited partnership (collectively, ''Parent''), with and into Peakstone Realty Trust, a Maryland real estate investment trust (the ''Company'' and such merger, the ''Company Merger''), pursuant to that certain Agreement and Plan of Merger, dated as of February 2, 2026 (as may be amended from time to time, the ''Merger Agreement''), by and among the Company, PKST OP, L.P., a Delaware limited partnership and a subsidiary of the Company (the ''Operating Partnership''), Parent, REIT Merger Sub and Neon OP Merger Sub LLC, a Delaware limited liability company and a subsidiary of Parent, and the other transactions contemplated by the Merger Agreement (the ''Merger Proposal'');
Extraordinary Transactions
Board For FOR
1 fund
Split
4 FOR, 1 ABSTAIN
PEAKSTONE REALTY TRUST April 29, 2026 To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement).
Say-on-Pay
Board For AGAINST
2 funds
Split
5 FOR, 1 AGAINST
PENSKE AUTOMOTIVE GROUP, INC. May 13, 2026 Election of Directors: Roger Penske
Director Elections
Board For Split
8 FOR, 1 WITHHOLD
FOR
8 funds
PENTAIR PLC May 5, 2026 To approve, by nonbinding, advisory vote, the compensation of the named executive officers.
Say-on-Pay
Board For FOR
8 funds
Split
17 FOR, 1 AGAINST
PENTAIR PLC May 5, 2026 To authorize the Board of Directors to opt-out of statutory preemption rights under Irish law. (Special Resolution)
Capital Structure
Board For FOR
7 funds
Split
17 FOR, 1 AGAINST
PENTAIR PLC May 5, 2026 To ratify, by nonbinding, advisory vote, the appointment of Deloitte & Touche LLP as the independent auditor of Pentair plc and to authorize, by binding vote, the Audit and Finance Committee of the Board of Directors to set the auditor's remuneration.
Audit-related
Board For FOR
7 funds
Split
17 FOR, 1 AGAINST
PENUMBRA, INC. May 6, 2026 To approve, on a non-binding, advisory basis, the compensation that Penumbra's named executive officers will or may be eligible to receive in connection with the Merger; and
Say-on-Pay
Board For FOR
6 funds
Split
3 FOR, 4 AGAINST
PEOPLES BANCORP OF NORTH CAROLINA, INC. May 7, 2026 Approve the compensation of the Company's named executive officers (advisory vote).
Say-on-Pay
Board For FOR
8 funds
Split
4 FOR, 1 AGAINST
PEOPLES FINANCIAL SERVICES CORP. May 22, 2026 Election of four directors to our Board of Directors, each to serve until the 2029 Annual Meeting of Shareholders and until his successor has been elected and qualified. Sandra L. Bodnyk
Director Elections
Board For FOR
7 funds
Split
5 FOR, 1 AGAINST
PEPSICO, INC. May 6, 2026 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For FOR
7 funds
Split
21 FOR, 1 AGAINST
PEPSICO, INC. May 6, 2026 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025.
Audit-related
Board For FOR
6 funds
Split
21 FOR, 1 AGAINST
PERFORMANT HEALTHCARE, INC. October 17, 2025 Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation
Say-on-Pay
Board For AGAINST
5 funds
Split
6 FOR, 1 AGAINST
PERNOD RICARD SA October 27, 2025 Reelect Anne Lange as Director
Director Elections
Board For FOR
5 funds
Split
7 FOR, 3 AGAINST
PERNOD RICARD SA October 27, 2025 Reelect Paul Ricard as Director
Director Elections
Board For FOR
5 funds
Split
7 FOR, 3 AGAINST
PERNOD RICARD SA October 27, 2025 Reelect Veronica Vargas as Director
Director Elections
Board For FOR
5 funds
Split
7 FOR, 3 AGAINST
PERPETUAL LTD October 23, 2025 Approve Grant of Performance Rights to Bernard Reilly under the KMP Variable Incentive Plan
Compensation
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
PERPETUAL LTD October 23, 2025 Approve Grant of Share Rights to Bernard Reilly under the KMP Variable Incentive Plan
Compensation
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
PERPETUAL LTD October 23, 2025 Approve Remuneration Report
Say-on-Pay
Board For AGAINST
6 funds
Split
1 FOR, 1 AGAINST
PERRIGO COMPANY PLC April 30, 2026 To renew the Board's authority to opt-out of statutory pre-emption rights under Irish law.
Capital Structure
Board For FOR
7 funds
Split
4 FOR, 1 AGAINST
PETCO HEALTH AND WELLNESS COMPANY, INC. July 24, 2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
10 funds
Split
3 FOR, 1 AGAINST
PETCO HEALTH AND WELLNESS COMPANY, INC. June 30, 2026 To approve the Second Amendment to the Company's 2021 Equity Incentive Plan to increase the number of shares of Class A Common Stock authorized for issuance under the plan.
Compensation
Board For AGAINST
6 funds
Split
5 FOR, 1 AGAINST
PG&E CORPORATION May 21, 2026 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
5 funds
Split
9 FOR, 8 AGAINST
PHILIP MORRIS INTERNATIONAL INC. May 6, 2026 Election of Directors: Lisa A. Hook
Director Elections
Board For FOR
4 funds
Split
18 FOR, 1 AGAINST
PIA Corp. June 20, 2026 Elect Director Okajima, Noriyuki
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
PIA Corp. June 20, 2026 Elect Director Yanai, Hiroshi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
PIEDMONT LITHIUM INC. August 22, 2025 To adopt the Agreement and Plan of Merger, dated as of November 18, 2024 (as it may be further amended from time to time, the "merger agreement"), by and among Sayona Mining Limited, Shock MergeCo Inc., and Piedmont Lithium Inc.
Extraordinary Transactions
Board For AGAINST
1 fund
Split
6 FOR, 1 ABSTAIN
PIOLAX, Inc. June 25, 2026 Elect Director and Audit Committee Member Komiyama, Sakae
Director Elections
Board For AGAINST
1 fund
Split
1 FOR, 1 AGAINST
PLUG POWER INC. July 3, 2025 The approval of an amendment to the Company's charter to, at the discretion of the Board of Directors, effect a reverse stock split with respect to the Company's issued common stock, including stock held by the Company as treasury shares, at a ratio of not less than 1-for-5 and not more than 1-for-200, with the exact ratio to be determined by the Board of Directors.
Capital Structure
Board For AGAINST
2 funds
Split
4 FOR, 1 AGAINST
PLYMOUTH INDUSTRIAL REIT, INC. January 22, 2026 To approve the merger of Plymouth Industrial REIT, Inc. (the "Company") with and into PIR Industrial REIT LLC, pursuant to the terms of the Agreement and Plan of Merger (as it may be amended, modified or supplemented from time to time, the "Merger Agreement"), dated as of October 24, 2025, by and among the Company, Plymouth Industrial OP, LP, PIR Ventures LP, PIR Industrial REIT LLC and PIR Industrial OP LLC (the "Merger Proposal").
Extraordinary Transactions
Board For FOR
1 fund
Split
5 FOR, 1 ABSTAIN
PLYMOUTH INDUSTRIAL REIT, INC. January 22, 2026 To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
2 funds
Split
5 FOR, 1 AGAINST
POLARIS INC. April 30, 2026 Adoption of the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan
Compensation
Board For FOR
8 funds
Split
4 FOR, 3 AGAINST
PONCE FINANCIAL GROUP, INC. June 11, 2026 Approval, on an advisory and non-binding basis, of the compensation of the named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
Split
4 FOR, 1 AGAINST
POSTE ITALIANE SPA April 27, 2026 Approve Long Term Incentive Plan Phantom Stock Option
Compensation
Board For AGAINST
2 funds
Split
3 FOR, 5 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.