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 |
|---|---|---|---|---|---|---|
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Jeff Dyke Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 2 AGAINST |
| Sotetsu Holdings Inc. | June 26, 2026 | Appoint Statutory Auditor Tabata, Junjiro Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| Sotetsu Holdings Inc. | June 26, 2026 | Elect Director Kato, Takamasa Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Southern Missouri Bancorp, Inc. | October 20, 2025 | Election of Directors: For a term to expire in 2027: Charles R. Love Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 AGAINST |
| Southern Missouri Bancorp, Inc. | October 20, 2025 | Election of Directors: For a term to expire in 2028: Daniel L. Jones Director Elections |
Board | For | FOR 8 funds |
Split 5 FOR, 1 AGAINST |
| Southland Holdings, Inc. | June 10, 2026 | Election of each of our Board of Directors for a one-year term expiring 2027: Izzy Martins Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Southland Holdings, Inc. | June 10, 2026 | Election of each of our Board of Directors for a one-year term expiring 2027: Mario Ramirez Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Southland Holdings, Inc. | June 10, 2026 | Election of each of our Board of Directors for a one-year term expiring 2027: Rudy Renda Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Southland Holdings, Inc. | June 10, 2026 | Election of each of our Board of Directors for a one-year term expiring 2027: Tan Parker Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Southland Holdings, Inc. | June 10, 2026 | Election of each of our Board of Directors for a one-year term expiring 2027: Tim Winn Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Southside Bancshares, Inc. | May 14, 2026 | Election of Directors: Nominees with Terms Expiring 2029: H. J. Shands, III Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 WITHHOLD |
| Southside Bancshares, Inc. | May 14, 2026 | Election of Directors: Nominees with Terms Expiring 2029: Lawrence L. Anderson, M.D. Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 WITHHOLD |
| Southside Bancshares, Inc. | May 14, 2026 | Election of Directors: Nominees with Terms Expiring 2029: Preston L. Smith Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 WITHHOLD |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Christopher P. Reynolds Director Elections |
Board | For | AGAINST 6 funds |
Split 1 FOR, 19 AGAINST |
| Southwest Gas Holdings, Inc. | May 7, 2026 | Election of directors: Carlos A. Ruisanchez Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| SpartanNash Company | September 9, 2025 | Approve, on a non-binding basis, certain compensation that will or may be paid by SpartanNash to SpartanNash's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 10 funds |
Split 4 FOR, 1 AGAINST |
| Sphere Entertainment Co. | June 10, 2026 | Election of the following nominees as directors: Debra G. Perelman Director Elections |
Board | For | WITHHOLD 6 funds |
Split 2 FOR, 2 WITHHOLD |
| Sphere Entertainment Co. | June 10, 2026 | Election of the following nominees as directors: Joel M. Litvin Director Elections |
Board | For | WITHHOLD 6 funds |
Split 2 FOR, 2 WITHHOLD |
| Spire Inc. | January 29, 2026 | Election of Directors: Rob L. Jones Director Elections |
Board | For | FOR 6 funds |
Split 6 FOR, 2 WITHHOLD |
| Spire Inc. | January 29, 2026 | Election of Directors: Sheri S. Cook Director Elections |
Board | For | FOR 6 funds |
Split 6 FOR, 2 WITHHOLD |
| Spire Inc. | January 29, 2026 | Election of Directors: Vinny J. Ferrari Director Elections |
Board | For | FOR 6 funds |
Split 6 FOR, 2 WITHHOLD |
| Spotify Technology SA | December 10, 2025 | Elect Alex Norstrom as Director Director Elections |
Board | For | FOR 4 funds |
Split 16 FOR, 1 AGAINST |
| Spotify Technology SA | December 10, 2025 | Elect Gustav Soderstrom as Director Director Elections |
Board | For | FOR 4 funds |
Split 16 FOR, 1 AGAINST |
| Spotify Technology SA | April 15, 2026 | Approve Remuneration of Directors Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 12 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Barry McCarthy as B Director Director Elections |
Board | For | FOR 4 funds |
Split 11 FOR, 1 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Christopher Marshall as B Director Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 10 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Heidi O'Neill as B Director Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Martin Lorentzon as A Director Director Elections |
Board | For | AGAINST 4 funds |
Split 8 FOR, 3 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Mona Sutphen as B Director Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 6 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Padmasree Warrior as B Director Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 6 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Shishir Samir Mehrotra as A Director Director Elections |
Board | For | FOR 4 funds |
Split 8 FOR, 3 AGAINST |
| Spotify Technology SA | April 15, 2026 | Elect Thomas Owen Staggs as B Director Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 6 AGAINST |
| Square Enix Holdings Co., Ltd. | June 24, 2026 | Elect Director and Audit Committee Member Iwamoto, Nobuyuki Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Standard Motor Products, Inc. | May 21, 2026 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | FOR 8 funds |
Split 3 FOR, 1 WITHHOLD |
| StandardAero, Inc. | June 25, 2026 | Election of Class II Directors to serve until the 2029 Annual Meeting of Stockholder, and until their respective successors shall have been duly elected and qualified: Douglas V. Brandely Director Elections |
Board | For | WITHHOLD 6 funds |
Split 5 FOR, 5 WITHHOLD |
| Stanley Electric Co., Ltd. | June 25, 2026 | Elect Director Kaizumi, Yasuaki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| State Bank of India | May 15, 2026 | Elect Dharmendra Singh Shekhawat as Director Director Elections |
Board | None | AGAINST 2 funds |
Split 1 FOR, 2 AGAINST |
| State Bank of India | May 15, 2026 | Elect K.R. Ashok as Director Director Elections |
Board | None | FOR 2 funds |
Split 2 FOR, 1 AGAINST |
| State Street Corporation | May 20, 2026 | To elect 13 directors. Nominees for Director: R. O'Hanley Director Elections |
Board | For | FOR 7 funds |
Split 19 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Jennifer C. Niemann Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Linda K. Williams Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Robert C. Pew III Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Sanjay Gupta Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Timothy C. E. Brown Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 1 AGAINST |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Todd P. Kelsey Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 1 AGAINST |
| Stitch Fix, Inc. | December 11, 2025 | Election of Directors: Kofi Amoo-Gottfried Director Elections |
Board | For | WITHHOLD 6 funds |
Split 5 FOR, 1 WITHHOLD |
| Stitch Fix, Inc. | December 11, 2025 | Election of Directors: Timothy Baxter Director Elections |
Board | For | WITHHOLD 6 funds |
Split 5 FOR, 1 WITHHOLD |
| Strata Critical Medical, Inc. | May 28, 2026 | Elect Class II Directors for terms expiring in 2029: Andrew Lauck Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 1 WITHHOLD |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Jack Levine Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 4 WITHHOLD |
| Stryker Corporation | May 6, 2026 | Election Directors: Andrew K. Silvernail Director Elections |
Board | For | FOR 7 funds |
Split 24 FOR, 1 AGAINST |
| Stryker Corporation | May 6, 2026 | Election Directors: Emmanuel P. Maceda Director Elections |
Board | For | AGAINST 7 funds |
Split 22 FOR, 3 AGAINST |
| Stryker Corporation | May 6, 2026 | Election Directors: Kevin A. Lobo Director Elections |
Board | For | FOR 7 funds |
Split 24 FOR, 1 AGAINST |
| Stryker Corporation | May 6, 2026 | Election Directors: Ronda E. Stryker Director Elections |
Board | For | FOR 7 funds |
Split 24 FOR, 1 AGAINST |
| Sturm, Ruger & Co., Inc. | May 27, 2026 | Election of Directors: John A. Cosentino, Jr. Director Elections |
Board | Contested | WITHHOLD 6 funds |
Split 4 FOR, 1 WITHHOLD |
| Sumitomo Bakelite Co., Ltd. | June 24, 2026 | Elect Director Kajiya, Shinichi Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Sumitomo Forestry Co., Ltd. | March 27, 2026 | Appoint Statutory Auditor Tetsu, Yoshimasa Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| Sumitomo Forestry Co., Ltd. | March 27, 2026 | Elect Director Mitsuyoshi, Toshiro Director Elections |
Board | For | FOR 3 funds |
Split 2 FOR, 1 AGAINST |
| Sumitomo Heavy Industries, Ltd. | March 27, 2026 | Elect Director Watanabe, Toshiro Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Sumitomo Metal Mining Co. Ltd. | June 25, 2026 | Elect Director Matsumoto, Nobuhiro Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 5 AGAINST |
| Sumitomo Osaka Cement Co., Ltd. | June 25, 2026 | Elect Director Morohashi, Hirotsune Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Sumitomo Pharma Co., Ltd. | June 25, 2026 | Elect Director Kimura, Toru Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Sumitomo Realty & Development Co., Ltd. | June 26, 2026 | Elect Director Kemori, Nobumasa Director Elections |
Board | For | FOR 4 funds |
Split 10 FOR, 1 AGAINST |
| Sumitomo Realty & Development Co., Ltd. | June 26, 2026 | Elect Director Nishima, Kojun Director Elections |
Board | For | AGAINST 4 funds |
Split 4 FOR, 6 AGAINST |
| Sumitomo Realty & Development Co., Ltd. | June 26, 2026 | Elect Director Onodera, Kenichi Director Elections |
Board | For | AGAINST 4 funds |
Split 10 FOR, 1 AGAINST |
| Sumitomo Realty & Development Co., Ltd. | June 26, 2026 | Elect Director Tamura, Hakaru Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 5 AGAINST |
| Sumitomo Rubber Industries, Ltd. | March 26, 2026 | Elect Director Kuniyasu, Yasuaki Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Summit Therapeutics Inc. | June 10, 2026 | ELECTION OF DIRECTORS: Mostafa Ronaghi Director Elections |
Board | For | FOR 3 funds |
Split 2 FOR, 2 WITHHOLD |
| Sun Hung Kai Properties Limited | November 6, 2025 | Elect Kwok Ping-luen, Raymond as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 4 AGAINST |
| Suntory Beverage & Food Ltd. | March 25, 2026 | Elect Director and Audit Committee Member Kanda, Hideki Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 4 AGAINST |
| Suzuken Co., Ltd. | June 24, 2026 | Elect Director Asano, Shigeru Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Bradley Singer Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Cliff Burrows Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Dawn Ostroff Director Elections |
Board | For | WITHHOLD 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Jonathan Neman Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Julie Bornstein Director Elections |
Board | For | WITHHOLD 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Montgomery Moran Director Elections |
Board | For | WITHHOLD 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Nathaniel Ru Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Neil Blumenthal Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Sweetgreen, Inc. | June 11, 2026 | Election of Directors: Nicolas Jammet Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 1 WITHHOLD |
| Systena Corp. | June 25, 2026 | Elect Director Hemmi, Shingo Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| T&D HOLDINGS, INC. | June 25, 2026 | Elect Director Moriyama, Masahiko Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| T-MOBILE US, INC. | June 16, 2026 | Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 3 FOR, 15 AGAINST |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Christian P. Illek Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 12 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Dominique Leroy Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 12 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: G. Michael Sievert Director Elections |
Board | For | WITHHOLD 7 funds |
Split 7 FOR, 10 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: James J. Kavanaugh Director Elections |
Board | For | FOR 7 funds |
Split 17 FOR, 1 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Marcelo Claure Director Elections |
Board | For | FOR 7 funds |
Split 12 FOR, 4 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Raphael Kubler Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 12 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Srinivasan Gopalan Director Elections |
Board | For | WITHHOLD 7 funds |
Split 17 FOR, 1 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Thomas Dannenfeldt Director Elections |
Board | For | FOR 7 funds |
Split 17 FOR, 1 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Thorsten Langheim Director Elections |
Board | For | WITHHOLD 7 funds |
Split 9 FOR, 8 WITHHOLD |
| T-Mobile US, Inc. | June 16, 2026 | Election of Directors: Timotheus Hottges Director Elections |
Board | For | WITHHOLD 7 funds |
Split 17 FOR, 1 WITHHOLD |
| T. Hasegawa Co., Ltd. | December 18, 2025 | Elect Director Hasegawa, Kenji Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
← Previous Page 78 of 88 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.