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
41 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 |
|---|---|---|---|---|---|---|
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 5 funds |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 2 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 7 FOR, 7 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 14 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
AGAINST 15 funds |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 14 funds |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 1 FOR, 1 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
FOR 6 funds |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 4 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
FOR 2 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | AGAINST 6 funds |
Split 3 FOR, 5 AGAINST |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
FOR 5 funds |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 7 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 11 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 11 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 8 FOR, 6 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 8 FOR, 6 AGAINST |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 6 FOR, 8 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
FOR 4 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
FOR 3 funds |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
FOR 2 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
FOR 7 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
AGAINST 2 funds |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
FOR 1 fund |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
FOR 2 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 5 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
FOR 5 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 9 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 9 funds |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 11 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 3 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 6 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 6 funds |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 8 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal on inclusion ROI audit. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 7 AGAINST |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 7 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 6 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 6 funds |
Page 1 of 1
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.