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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

216 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
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
AMAZON.COM, INC. May 20, 2026 SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY
Corporate Governance
Other Against AGAINST
7 funds
Split
7 FOR, 6 AGAINST
AMGEN INC. May 19, 2026 Stockholder proposal to require an independent board chairman.
Corporate Governance
Other Against AGAINST
6 funds
Split
1 FOR, 5 AGAINST
ASTRAZENECA PLC April 9, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For FOR
4 funds
Split
11 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation
Director Elections
Other For FOR
6 funds
Split
5 FOR, 1 AGAINST
AT&T INC. May 14, 2026 Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
5 FOR, 1 AGAINST
AUTODESK, INC. June 17, 2026 Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
5 funds
Split
2 FOR, 1 AGAINST
BANK OF AMERICA CORPORATION May 4, 2026 Shareholder proposal requesting independent board chair
Corporate Governance
Other Against AGAINST
7 funds
Split
6 FOR, 4 AGAINST
BLOOM ENERGY CORPORATION May 21, 2026 To approve an amendment to our Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
3 funds
Split
4 FOR, 4 AGAINST
BOOKING HOLDINGS INC. June 2, 2026 Amendment of the Company's certificate of incorporation to provide for the exculpation of officers.
Director Elections
Other For FOR
5 funds
Split
4 FOR, 2 AGAINST
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation and By-Laws to permit stockholders holding 25% of our common stock to call a special meeting of stockholders.
Shareholder Rights and Defenses
Other For FOR
7 funds
Split
2 FOR, 2 ABSTAIN
BOSTON SCIENTIFIC CORPORATION April 30, 2026 To amend our Certificate of Incorporation to provide for exculpation of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
7 funds
Split
2 FOR, 2 AGAINST
BP PLC April 23, 2026 Adopt New Articles of Association
Corporate Governance
Other For AGAINST
5 funds
Split
1 FOR, 7 AGAINST
BP PLC April 23, 2026 Approve Revocation of Resolution 25 (2015) and Resolution 22 (2019)
Corporate Governance
Other For AGAINST
5 funds
Split
1 FOR, 7 AGAINST
BRISTOL-MYERS SQUIBB COMPANY May 5, 2026 Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director
Corporate Governance
Other Against AGAINST
8 funds
Split
2 FOR, 7 AGAINST
BRITISH AMERICAN TOBACCO PLC April 15, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For FOR
5 funds
Split
6 FOR, 1 AGAINST
CENTERPOINT ENERGY, INC. April 16, 2026 Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates.
Director Elections
Other For AGAINST
4 funds
Split
1 FOR, 1 AGAINST
CHEVRON CORPORATION May 27, 2026 Adopt an Independent Chair
Corporate Governance
Other Against AGAINST
7 funds
Split
1 FOR, 10 AGAINST
COCA-COLA EUROPACIFIC PARTNERS May 28, 2026 AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE
Corporate Governance
Other For FOR
4 funds
Split
2 FOR, 1 AGAINST
COLGATE-PALMOLIVE COMPANY May 8, 2026 Stockholder proposal entitled "Independent Board Chairman."
Corporate Governance
Other Against AGAINST
6 funds
Split
1 FOR, 3 AGAINST
COMPASS GROUP PLC February 5, 2026 Authorise the Company to Call General Meeting with Two Weeks' Notice
Shareholder Rights and Defenses
Other For FOR
4 funds
Split
3 FOR, 1 AGAINST
CONOCOPHILLIPS May 12, 2026 Stockholder Proposal - Independent Board Chairman.
Corporate Governance
Other Against AGAINST
7 funds
Split
5 FOR, 1 AGAINST
CROWDSTRIKE HOLDINGS, INC. June 17, 2026 To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
4 funds
Split
2 FOR, 5 AGAINST
DOMINION ENERGY, INC. May 5, 2026 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against AGAINST
4 funds
Split
3 FOR, 2 AGAINST
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding an independent board chair requirement.
Corporate Governance
Other Against AGAINST
5 funds
Split
1 FOR, 1 AGAINST
ECOLAB INC. May 7, 2026 Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
5 funds
Split
2 FOR, 1 AGAINST
ELI LILLY AND COMPANY May 4, 2026 Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Corporate Governance
Other Against AGAINST
6 funds
Split
10 FOR, 1 AGAINST
Exxon Mobil Corporation May 27, 2026 Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not aligned with the Board's recommendations
Corporate Governance
Other Against FOR
6 funds
Split
5 FOR, 4 AGAINST
FAIR ISAAC CORPORATION March 4, 2026 To approve an amendment to the Company's Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware Law.
Director Elections
Other For FOR
5 funds
Split
2 FOR, 3 AGAINST
FISERV, INC. May 21, 2026 Shareholder proposal requesting an independent board chair policy.
Corporate Governance
Other Against AGAINST
6 funds
Split
2 FOR, 1 AGAINST
GENERAL MOTORS COMPANY June 2, 2026 Shareholder Proposal Regarding Separation of Chair and CEO Roles
Corporate Governance
Other Against AGAINST
8 funds
Split
1 FOR, 4 AGAINST
GILEAD SCIENCES, INC. April 30, 2026 To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
7 funds
Split
1 FOR, 5 AGAINST
HCA Healthcare, Inc. April 23, 2026 Stockholder proposal, if properly presented at the meeting, regarding stockholders' right to act by written consent.
Corporate Governance
Other Against AGAINST
6 funds
Split
5 FOR, 1 AGAINST
HONEYWELL INTERNATIONAL INC. May 22, 2026 Shareowner Proposal - Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
3 FOR, 4 AGAINST
ILLINOIS TOOL WORKS INC. May 8, 2026 A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote.
Corporate Governance
Other Against FOR
6 funds
Split
1 FOR, 3 AGAINST
INTERCONTINENTAL EXCHANGE, INC. May 15, 2026 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
7 funds
Split
2 FOR, 1 AGAINST
IQVIA HOLDINGS INC. April 23, 2026 If properly presented, a stockholder proposal concerning separate Chairman and Chief Executive Officer roles.
Corporate Governance
Other Against AGAINST
8 funds
Split
1 FOR, 2 AGAINST
JOHNSON & JOHNSON April 23, 2026 Independent Board Chair
Corporate Governance
Other Against AGAINST
8 funds
Split
6 FOR, 5 AGAINST
JPMORGAN CHASE & CO. May 19, 2026 Independent board chairman
Corporate Governance
Other Against AGAINST
7 funds
Split
6 FOR, 7 AGAINST
KRATOS DEFENSE & SEC SOLUTIONS, INC. May 12, 2026 To approve an amendment to the Company's Certificate of Incorporation to provide for officer exculpation.
Director Elections
Other For FOR
6 funds
Split
1 FOR, 3 AGAINST
LAM RESEARCH CORPORATION November 4, 2025 Approval of an amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law.
Director Elections
Other For FOR
6 funds
Split
6 FOR, 2 AGAINST
LOCKHEED MARTIN CORPORATION May 12, 2026 Stockholder Proposal Requiring Independent Board Chairman
Corporate Governance
Other Against AGAINST
5 funds
Split
6 FOR, 1 AGAINST
LOWE'S COMPANIES, INC. May 29, 2026 Shareholder Proposal requesting an independent board chairman.
Corporate Governance
Other Against AGAINST
6 funds
Split
4 FOR, 3 AGAINST
LPL FINANCIAL HOLDINGS INC. May 14, 2026 Adopt amendments to the Charter to provide for officer exculpation.
Director Elections
Other For FOR
5 funds
Split
1 FOR, 1 AGAINST
LYFT, INC. June 3, 2026 To approve the amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions regarding officer exculpation
Director Elections
Other For FOR
6 funds
Split
1 FOR, 1 AGAINST
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal to adopt cumulative voting for the election of directors
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
Split
5 FOR, 3 AGAINST
MCDONALD'S CORPORATION May 20, 2026 Advisory Vote to Adopt Policy for an Independent Chair.
Corporate Governance
Other Against AGAINST
5 funds
Split
3 FOR, 7 AGAINST
MONDELEZ INTERNATIONAL, INC. May 20, 2026 Shareholder proposal requesting adoption of an independent board chairman policy
Corporate Governance
Other Against AGAINST
7 funds
Split
1 FOR, 3 AGAINST
MORGAN STANLEY May 14, 2026 Shareholder proposal requesting an independent Board Chairman
Corporate Governance
Other Against AGAINST
7 funds
Split
7 FOR, 4 AGAINST
NETAPP, INC. September 10, 2025 To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
1 FOR, 6 AGAINST
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Adopt Cumulative Voting," if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
1 FOR, 8 AGAINST
OSHKOSH CORPORATION May 5, 2026 To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote.
Corporate Governance
Other Against AGAINST
9 funds
Split
1 FOR, 2 AGAINST
PEPSICO, INC. May 6, 2026 Shareholder Proposal - Independent Board Chair.
Corporate Governance
Other Against AGAINST
6 funds
Split
2 FOR, 7 AGAINST
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Domenica Eisenstein Noronha as Fiscal Council Member and Ricardo Henrique Baras as Alternate Appointed by Preferred Shareholder
Corporate Governance
Other Not determined ABSTAIN
3 funds
Split
1 AGAINST, 3 ABSTAIN
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Jeronimo Antunes as Director Appointed by Preferred Shareholder
Director Elections
Other None ABSTAIN
3 funds
Split
1 FOR, 3 ABSTAIN
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 Elect Rachel de Oliveira Maia as Director Appointed by Preferred Shareholder
Director Elections
Other None FOR
3 funds
Split
3 FOR, 1 AGAINST
PETROLEO BRASILEIRO SA - PETROBRAS April 16, 2026 In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
Corporate Governance
Other None FOR
3 funds
Split
3 FOR, 1 AGAINST
PFIZER INC. April 23, 2026 Adopt an Independent Chair Policy
Corporate Governance
Other Against AGAINST
7 funds
Split
3 FOR, 5 AGAINST
PRUDENTIAL PLC May 28, 2026 AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS' NOTICE
Shareholder Rights and Defenses
Other For FOR
3 funds
Split
5 FOR, 1 AGAINST
RYDER SYSTEM, INC. May 1, 2026 To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair.
Corporate Governance
Other Against AGAINST
8 funds
Split
1 FOR, 1 AGAINST
RYERSON HOLDING CORPORATION April 30, 2026 An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law.
Director Elections
Other For FOR
8 funds
Split
1 FOR, 1 AGAINST
SALESFORCE, INC. May 28, 2026 A stockholder proposal requesting the adoption of cumulative voting for director elections, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
Split
2 FOR, 4 AGAINST
SOMPO HOLDINGS,INC. June 22, 2026 Amend Articles to Appoint Outside Director as Chairman of the Board
Corporate Governance
Other Against FOR
5 funds
Split
3 FOR, 2 AGAINST
SYNOPSYS, INC. April 16, 2026 To vote on a stockholder proposal regarding 'stockholders' right to act by written consent, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
Split
2 FOR, 3 AGAINST
SYSCO CORPORATION November 14, 2025 To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people.
Corporate Governance
Other Against AGAINST
6 funds
Split
1 FOR, 4 AGAINST
TARGET CORPORATION June 10, 2026 Shareholder proposal requesting policy requiring the Board Chair to be an independent director.
Corporate Governance
Other Against AGAINST
7 funds
Split
4 FOR, 3 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend Article X of the bylaws.
Corporate Governance
Other Against AGAINST
5 funds
Split
4 FOR, 5 AGAINST
TESLA, INC. November 6, 2025 A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Corporate Governance
Other Against AGAINST
5 funds
Split
4 FOR, 5 AGAINST
THE SHERWIN-WILLIAMS COMPANY April 22, 2026 Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold
Shareholder Rights and Defenses
Other For FOR
6 funds
Split
1 FOR, 2 AGAINST

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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.