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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

332 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
UFP Industries, Inc. April 22, 2026 Election of Directors To elect one director to serve until 2029: Michael G. Wooldridge
Director Elections
Board For AGAINST
9 funds
Split
1 FOR, 1 AGAINST
UNI-PRESIDENT CHINA HOLDINGS LTD June 5, 2026 Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
Audit-related
Board For AGAINST
5 funds
Split
1 FOR, 3 AGAINST
UNI-PRESIDENT CHINA HOLDINGS LTD June 5, 2026 Elect Lo Chih-Hsien as Director
Director Elections
Board For FOR
5 funds
Split
3 FOR, 1 AGAINST
UNILEVER PLC May 13, 2026 Re-elect Susan Kilsby as Director
Director Elections
Board For FOR
3 funds
Split
4 FOR, 3 AGAINST
UNITED THERAPEUTICS CORPORATION June 26, 2026 Approval of the United Therapeutics Corporation 2026 Stock Incentive Plan.
Compensation
Board For AGAINST
5 funds
Split
2 FOR, 3 AGAINST
Uber Technologies, Inc. May 4, 2026 Election of Directors: Nikesh Arora
Director Elections
Board For FOR
7 funds
Split
7 FOR, 2 AGAINST
VEOLIA ENVIRONNEMENT SA April 23, 2026 REELECT ANTOINE FREROT AS DIRECTOR
Director Elections
Board For FOR
1 fund
Split
3 FOR, 2 AGAINST
VONTIER CORPORATION June 4, 2026 Election of Director: Gloria R. Boyland
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
VONTIER CORPORATION June 4, 2026 Election of Director: Karen C. Francis
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
VONTIER CORPORATION June 4, 2026 Election of Director: Mark D. Morelli
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
VONTIER CORPORATION June 4, 2026 Election of Director: Maryrose Sylvester
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
VONTIER CORPORATION June 4, 2026 Election of Director: Robert L. Eatroff
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
Valmont Industries, Inc. April 27, 2026 Election of Directors: Mogens C. Bay
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 WITHHOLD
Valmont Industries, Inc. April 27, 2026 Election of Directors: Ritu Favre
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 WITHHOLD
WELLTOWER INC. May 21, 2026 The approval, on an advisory basis, of the compensation of the named executive officers.
Say-on-Pay
Board For AGAINST
3 funds
Split
2 FOR, 4 AGAINST
WHITECAP RESOURCES INC May 13, 2026 ELECT DIRECTOR BRADLEY J. WALL
Director Elections
Board For FOR
9 funds
Split
2 FOR, 1 WITHHOLD
WHITECAP RESOURCES INC May 13, 2026 ELECT DIRECTOR GRANT A. ZAWALSKY
Director Elections
Board For FOR
9 funds
Split
2 FOR, 1 WITHHOLD
WHITECAP RESOURCES INC May 13, 2026 ELECT DIRECTOR STEPHEN C. NIKIFORUK
Director Elections
Board For FOR
9 funds
Split
2 FOR, 1 WITHHOLD
WILLIAMS-SONOMA, INC. June 18, 2026 Election of directors: William Ready
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
Warner Bros. Discovery, Inc. June 9, 2026 ELECTION OF DIRECTORS: Anthony J. Noto
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
Warner Bros. Discovery, Inc. June 9, 2026 ELECTION OF DIRECTORS: Joseph M. Levin
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 WITHHOLD
XPO, INC. May 19, 2026 Election of Directors: Mario Harik
Director Elections
Board For Split
4 FOR, 1 AGAINST
FOR
1 fund
ZOETIS INC. May 20, 2026 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for 2026.
Audit-related
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
ZSCALER, INC. January 12, 2026 To approve on a non-binding, advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
5 funds
Split
5 FOR, 1 AGAINST
Zhen Ding Technology Holding Ltd. May 29, 2026 Approve Issuance of Restricted Stocks
Compensation
Board For AGAINST
2 funds
Split
1 FOR, 3 AGAINST
Zhen Ding Technology Holding Ltd. May 29, 2026 Elect SHEN, CHANG-FANG as Non-Independent Director
Director Elections
Board For FOR
2 funds
Split
3 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Frank A. D'Amelio
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Gregory Norden
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Michael B. McCallister
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Paul M. Bisaro
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Sanjay Khosla
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST
Zoetis Inc. May 20, 2026 Election of Directors: Willie M. Reed
Director Elections
Board For FOR
6 funds
Split
2 FOR, 1 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.