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Dimensional vs Franklin Templeton: how alike they voted, 2025-2026

98.6% When both took a single position, they voted the same way on 98.6% of 55,976 items (55,204 the same, 772 different). 332 items where at least one of them split its funds are listed separately below. Both voted on 56,308 items in all.

Dimensional 2025-2026 · Franklin Templeton 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 56,30855,204772 33298.6%98.4%
Board proposals 42,45541,613635 20798.5%98.3%
E&S shareholder proposals 1671215 4196.0%87.8%
Other items 13,68613,470132 8499.0%98.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

5 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 recommendedDimensionalFranklin Templeton
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
FOR
2 funds
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
FOR
2 funds
NEXTERA ENERGY, INC. May 21, 2026 A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius.
Environment or Climate
Shareholder (E&S) Against AGAINST
4 funds
FOR
8 funds
PILGRIM'S PRIDE CORPORATION April 29, 2026 A stockholder proposal to provide a political spending disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
6 funds
FOR
2 funds
SKYWEST, INC. May 5, 2026 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
7 funds
FOR
1 fund

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.