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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 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%

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.

Company	Meeting	Proposal	On the ballot from	Board recommended	Dimensional	Franklin Templeton
TOTVS SA	October 30, 2025	Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance	Other	Against	ABSTAIN 2 funds	Split 1 AGAINST, 2 ABSTAIN
ULTA BEAUTY, INC.	June 9, 2026	To approve an amendment to our Certificate of Incorporation, as amended, to limit officer liability as permitted by Delaware law. Director Elections	Other	For	FOR 6 funds	Split 4 FOR, 1 AGAINST
UNILEVER PLC	May 13, 2026	Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses	Other	For	FOR 3 funds	Split 7 FOR, 1 AGAINST
UNITED RENTALS, INC.	May 8, 2026	Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance	Other	Against	AGAINST 8 funds	Split 1 FOR, 3 AGAINST
VALE SA	April 30, 2026	Elect Adriana de Andrade Sole as Fiscal Council Member and Pedro Zannoni as Alternate Corporate Governance	Other	None	FOR 3 funds	Split 3 FOR, 1 ABSTAIN
VALE SA	April 30, 2026	Elect Marcio de Souza as Fiscal Council Member and Alessandra Eloy Gadelha as Alternate Corporate Governance	Other	None	FOR 3 funds	Split 3 FOR, 1 ABSTAIN
VALE SA	April 30, 2026	Elect Raphael Manhaes Martins as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Corporate Governance	Other	None	FOR 3 funds	Split 3 FOR, 1 ABSTAIN
VISA INC.	January 27, 2026	Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 6 funds	Split 3 FOR, 4 AGAINST
VISA INC.	January 27, 2026	Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance	Other	Against	AGAINST 6 funds	Split 1 FOR, 7 AGAINST
VISA INC.	January 27, 2026	To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law. Director Elections	Other	For	FOR 6 funds	Split 3 FOR, 4 AGAINST
WALMART INC.	June 4, 2026	Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections	Other	For	FOR 5 funds	Split 4 FOR, 5 AGAINST
WALMART INC.	June 4, 2026	Request for Cumulative Voting for Board Elections Shareholder Rights and Defenses	Other	Against	AGAINST 5 funds	Split 4 FOR, 5 AGAINST
WEC ENERGY GROUP, INC.	May 7, 2026	Stockholder proposal to govern by majority vote Shareholder Rights and Defenses	Other	Against	FOR 4 funds	Split 4 FOR, 1 AGAINST
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses	Other	Against	FOR 7 funds	Split 5 FOR, 1 AGAINST
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair. Corporate Governance	Other	Against	AGAINST 7 funds	Split 5 FOR, 1 AGAINST
ZIMMER BIOMET HOLDINGS, INC.	May 22, 2026	Shareholder Proposal on Independent Board Chairman. Corporate Governance	Other	Against	AGAINST 7 funds	Split 1 FOR, 2 AGAINST

← 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.