Home › Asset managers › Compare 2025-2026 › Dimensional vs Franklin Templeton
Dimensional 2025-2026 · Franklin Templeton 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 56,308 | 55,204 | 772 | 332 | 98.6% | 98.4% |
| Board proposals | 42,455 | 41,613 | 635 | 207 | 98.5% | 98.3% |
| E&S shareholder proposals | 167 | 121 | 5 | 41 | 96.0% | 87.8% |
| Other items | 13,686 | 13,470 | 132 | 84 | 99.0% | 98.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
132 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 | Franklin Templeton |
|---|---|---|---|---|---|---|
| POPULAR, INC. | May 8, 2026 | To approve an amendment to Popular's Restated Certificate of Incorporation to provide for director and officer exculpation to the extent permitted by Puerto Rico law. Director Elections |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 4 funds |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 4 funds |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
FOR 7 funds |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 2 funds |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
FOR 3 funds |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 5 funds |
| SAIC MOTOR CORPORATION LTD | June 26, 2026 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| SCHNEIDER ELECTRIC SE | May 7, 2026 | APPROVE COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 3 funds |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| SOUTH32 LTD | October 23, 2025 | Approve Climate Change Action Plan 2025 Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| SSE PLC | July 17, 2025 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| Sims Limited | November 21, 2025 | Approve Advisory Vote on Climate Strategy Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 10 funds |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 2 funds |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 5 funds |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 6 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 3 funds |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 3 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 5 funds |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| WEST PHARMACEUTICAL SERVICES, INC. | May 4, 2026 | Shareholder proposal regarding an independent Board Chair policy. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| WOOLWORTHS GROUP LTD | October 30, 2025 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| YUM! BRANDS, INC. | May 14, 2026 | Shareholder Proposal to Reduce the Percentage of Shares Required to Call a Special Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 4 funds |
| ZOETIS INC. | May 20, 2026 | Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.