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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
ABBVIE INC. May 8, 2026 Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
Corporate Governance
Other Against AGAINST
6 funds
FOR
8 funds
ADVANCED MICRO DEVICES, INC. May 13, 2026 Stockholder proposal requesting changes to the stockholder right to call a special meeting.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
5 funds
AENA SME SA April 16, 2026 ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN
Environment or Climate
Other For AGAINST
3 funds
FOR
5 funds
AGL ENERGY LTD October 3, 2025 Approve Climate Transition Action Plan
Environment or Climate
Other For AGAINST
5 funds
FOR
1 fund
ALLY FINANCIAL INC. May 6, 2026 Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings.
Shareholder Rights and Defenses
Other Against AGAINST
9 funds
FOR
1 fund
AMUNDI SA June 2, 2026 APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY)
Environment or Climate
Other For AGAINST
4 funds
FOR
3 funds
ANALOG DEVICES, INC. March 11, 2026 To consider a shareholder proposal, if properly presented at the Annual Meeting.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
6 funds
ANGLO AMERICAN PLC April 29, 2026 Approve 2026-2028 Transition Plan
Environment or Climate
Other For AGAINST
5 funds
FOR
2 funds
ANHUI CONCH CEMENT CO LTD May 28, 2026 Approve Report of the Board of Directors
Corporate Governance
Other For FOR
1 fund
AGAINST
3 funds
APA Group October 22, 2025 Approve Climate Transition Plan
Environment or Climate
Other For AGAINST
3 funds
FOR
3 funds
AUTODESK, INC. June 17, 2026 Stockholder proposal requesting amendment to stockholder special meeting right.
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
4 funds
AVERY DENNISON CORPORATION April 30, 2026 Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting.
Corporate Governance
Other Against AGAINST
7 funds
FOR
4 funds
AVIVA PLC May 6, 2026 Approve Climate-Related Financial Disclosures
Environment or Climate
Other For AGAINST
5 funds
FOR
3 funds
BOSTON SCIENTIFIC CORPORATION April 30, 2026 Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting."
Corporate Governance
Other Against AGAINST
7 funds
FOR
4 funds
CANADIAN NATIONAL RAILWAY CO May 1, 2026 MANAGEMENT ADVISORY VOTE ON CLIMATE CHANGE
Environment or Climate
Other For AGAINST
4 funds
FOR
1 fund
CANADIAN PACIFIC KANSAS CITY LIMITED April 29, 2026 MANAGEMENT ADVISORY VOTE ON CLIMATE CHANGE
Environment or Climate
Other For AGAINST
5 funds
FOR
3 funds
CARVANA CO. May 5, 2026 To vote upon one stockholder proposal, as described in the Proxy Statement.
Corporate Governance
Other Against AGAINST
6 funds
FOR
9 funds
CATERPILLAR INC. June 10, 2026 Shareholder Proposal - Shareholder Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
5 funds
CBRE GROUP, INC. May 21, 2026 Stockholder proposal regarding our stockholders' ability to call special stockholder meetings.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
4 funds
CDW CORPORATION May 21, 2026 To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements.
Corporate Governance
Other Against AGAINST
6 funds
FOR
2 funds
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Section 382 Rights Agreement, as amended.
Shareholder Rights and Defenses
Other For AGAINST
4 funds
FOR
1 fund
CHURCH & DWIGHT CO., INC. May 1, 2026 Stockholder Proposal - Permit Stockholder Action by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
1 fund
CINTAS CORPORATION October 28, 2025 A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
7 funds
COGNIZANT TECHNOLOGY SOLUTIONS CORP. June 2, 2026 Shareholder proposal to adopt shareholder right to act by written consent, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
5 funds
COMCAST CORPORATION June 10, 2026 Adopt policy to have an independent chair
Corporate Governance
Other Against AGAINST
6 funds
FOR
7 funds
CORPAY, INC. May 7, 2026 Shareholder proposal regarding an independent Board Chair requirement, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
5 funds
FOR
1 fund
CRACKER BARREL OLD COUNTRY STORE, INC. November 20, 2025 The Company's proposal to ratify, on an advisory basis, the inclusion of the Mutual Reimbursement Provision in the Company's bylaws.
Corporate Governance
Other Contested AGAINST
8 funds
FOR
1 fund
CROWN HOLDINGS, INC. April 30, 2026 Consideration of a Shareholder proposal regarding Shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
8 funds
FOR
3 funds
CVS HEALTH CORPORATION May 14, 2026 Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
5 funds
Cameco Corporation May 7, 2026 The Undersigned Hereby Certifies that the Shares Represented by this Proxy are Owned and Controlled by a Resident of Canada. Vote FOR = Yes and AGAINST = No.
Other
Other None FOR
3 funds
AGAINST
2 funds
Cincinnati Financial Corporation May 2, 2026 A nonbinding shareholder proposal, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
7 funds
FOR
3 funds
DEERE & COMPANY February 25, 2026 Shareholder proposal on shareholder right to act by written consent
Shareholder Rights and Defenses
Other Against AGAINST
8 funds
FOR
2 funds
DELTA AIR LINES, INC. June 18, 2026 A shareholder proposal requesting the ability for shareholders to act by written consent.
Shareholder Rights and Defenses
Other Not determined AGAINST
7 funds
FOR
3 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers.
Say-on-Pay
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Austin Hawley
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Diane C. Nordin
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Gordon B. Fowler
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Heather E. Brilliant
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: L'Quentus Thomas
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Nicole R. St. Pierre
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Paula R. Meyer
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Richard S. Cooley
Director Elections
Other For ABSTAIN
7 funds
FOR
1 fund
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Other For ABSTAIN
7 funds
FOR
1 fund
DOLLAR GENERAL CORPORATION May 28, 2026 To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
6 funds
DOVER CORPORATION May 8, 2026 To consider a shareholder proposal requesting an independent board chair.
Corporate Governance
Other Against AGAINST
7 funds
FOR
2 funds
DT MIDSTREAM, INC. May 5, 2026 Stockholder Proposal on Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
1 fund
Dyno Nobel Limited December 17, 2025 Approve Progress on Climate Change Transition
Environment or Climate
Other For AGAINST
8 funds
FOR
1 fund
EBAY INC. June 17, 2026 Special stockholder meeting threshold, if properly presented.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
8 funds
ENTEGRIS, INC. May 6, 2026 Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
2 funds
ENTEGRIS, INC. May 6, 2026 To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders.
Shareholder Rights and Defenses
Other For FOR
7 funds
AGAINST
2 funds
EQUIFAX INC. May 7, 2026 Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
1 fund
EQUINIX, LLC May 13, 2026 Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting
Shareholder Rights and Defenses
Other Against AGAINST
2 funds
FOR
4 funds
FEDEX CORPORATION September 29, 2025 Stockholder proposal regarding independent board chairman.
Corporate Governance
Other Against AGAINST
7 funds
FOR
4 funds
FERROVIAL SE April 9, 2026 Approve Climate Strategy Report
Environment or Climate
Other For AGAINST
4 funds
FOR
3 funds
FIRST SOLAR, INC. May 13, 2026 Stockholder proposal to improve shareholder ability to call for a special shareholder meeting
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
1 fund
FIRSTENERGY CORP. May 20, 2026 Independent Board Chairman
Corporate Governance
Other Against AGAINST
4 funds
FOR
4 funds
GENERAL MILLS, INC. September 30, 2025 Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles.
Corporate Governance
Other Against AGAINST
7 funds
FOR
5 funds
GLOBAL PAYMENTS INC. April 30, 2026 Shareholder proposal regarding shareholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
1 fund
GROUP 1 AUTOMOTIVE, INC. May 12, 2026 Shareholder Proposal: Give Shareholders an Ability to Call for a Special Shareholder Meeting.
Shareholder Rights and Defenses
Other Against AGAINST
8 funds
FOR
2 funds
HUBSPOT, INC. June 15, 2026 A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and
Shareholder Rights and Defenses
Other Against AGAINST
3 funds
FOR
3 funds
IDEXX LABORATORIES, INC. May 12, 2026 Shareholder Proposal to Give Shareholders the Ability to Call for a Special Shareholder Meeting (Proposal Six).
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
8 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 28, 2026 Stockholder Proposal Requesting a Right to Act by Written Consent
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
5 funds
INTERNATIONAL SEAWAYS, INC. June 8, 2026 Ratification of the Second Amended and Restated Rights Agreement.
Shareholder Rights and Defenses
Other For AGAINST
7 funds
FOR
1 fund
JABIL INC. January 22, 2026 Vote on a stockholder proposal requesting stockholder right to act by written consent.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
2 funds
JACK HENRY & ASSOCIATES, INC. November 12, 2025 Stockholder proposal titled "Improved Shareholder Ability to Call for a Special Shareholder Meeting"
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
2 funds
KAO CORPORATION April 30, 2026 Appoint Three Individuals to Investigate Status of Operations and Property of the Company including Potential Failures of Risk Management, Internal Controls and Board Oversight related to Palm Oil, Paper and Pulp Supply Chains
Corporate Governance
Other Against AGAINST
3 funds
FOR
4 funds
KEYSIGHT TECHNOLOGIES, INC. March 19, 2026 Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
1 fund
KIMBERLY-CLARK CORPORATION May 14, 2026 Stockholder Proposal to Require Independent Board Chair
Corporate Governance
Other Against AGAINST
5 funds
FOR
3 funds
L3HARRIS TECHNOLOGIES, INC. May 11, 2026 Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting".
Corporate Governance
Other Against AGAINST
7 funds
FOR
3 funds
LAM RESEARCH CORPORATION November 4, 2025 Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," if properly presented.
Corporate Governance
Other Against AGAINST
6 funds
FOR
8 funds
LEGAL & GENERAL GROUP PLC May 21, 2026 Approve Climate and Nature Transition Plan
Environment or Climate
Other For AGAINST
4 funds
FOR
4 funds
LINCOLN NATIONAL CORPORATION May 28, 2026 Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.
Corporate Governance
Other Against AGAINST
8 funds
FOR
1 fund
Lite-On Technology Corp. May 20, 2026 Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets
Corporate Governance
Other For FOR
2 funds
AGAINST
4 funds
Lojas Renner SA September 18, 2025 Add New Article 16 Re: Indemnity Provision
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
Lojas Renner SA September 18, 2025 Amend Article 19
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
Lojas Renner SA September 18, 2025 Amend Article 6
Corporate Governance
Other For AGAINST
1 fund
FOR
2 funds
MARKEL GROUP INC. May 20, 2026 Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks.
Environment or Climate
Other Against FOR
6 funds
AGAINST
2 funds
MARKEL GROUP INC. May 20, 2026 Shareholder proposal to give shareholders an ability to call for a special shareholder meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
2 funds
MARKETAXESS HOLDINGS INC. June 10, 2026 If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right.
Shareholder Rights and Defenses
Other Against AGAINST
4 funds
FOR
1 fund
MARVELL TECHNOLOGY, INC. June 25, 2026 To consider and act on one stockholder proposal, entitled "Independent Board Chairman", if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
5 funds
FOR
3 funds
MASCO CORPORATION May 8, 2026 Consideration of stockholder proposal on shareholder right to call a special meeting.
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
2 funds
MASTERCARD INCORPORATED June 16, 2026 Consideration of a stockholder proposal regarding shareholder right to act by written consent
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
8 funds
MCDONALD'S CORPORATION May 20, 2026 Advisory Vote on Shareholders' Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
10 funds
MEDPACE HOLDINGS, INC. May 15, 2026 Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
4 funds
MERITAGE HOMES CORPORATION May 21, 2026 Shareholder proposal to improve shareholder ability to call for a special shareholder meeting.
Corporate Governance
Other Against AGAINST
6 funds
FOR
2 funds
MICRON TECHNOLOGY, INC. January 15, 2026 SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
3 funds
MKS INC. May 11, 2026 A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
7 funds
FOR
1 fund
MURPHY USA INC. May 7, 2026 Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting.
Shareholder Rights and Defenses
Other Against AGAINST
4 funds
FOR
2 funds
NETFLIX, INC. June 4, 2026 Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
9 funds
NEW HOPE CORPORATION LTD November 20, 2025 Approve the Additional Proposed Amendments to the Company's Constitution
Corporate Governance
Other For FOR
6 funds
AGAINST
1 fund
NRG ENERGY, INC. April 30, 2026 To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
5 funds
NVR, INC. May 7, 2026 Shareholder proposal to reduce the ownership threshold required to call a special meeting.
Shareholder Rights and Defenses
Other Against AGAINST
8 funds
FOR
4 funds
ORIGIN ENERGY LTD October 15, 2025 Adopt 2025 Climate Transition Action Plan
Environment or Climate
Other For AGAINST
5 funds
FOR
2 funds
Oncoclinicas do Brasil Servicos Medicos SA October 8, 2025 Authorize Executives to Ratify and Execute Approved Resolutions
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
Oncoclinicas do Brasil Servicos Medicos SA October 8, 2025 Consolidate Bylaws
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
PAPA JOHN'S INTERNATIONAL, INC. April 30, 2026 Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
5 funds
FOR
1 fund
PAYPAL HOLDINGS, INC. May 19, 2026 Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders.
Shareholder Rights and Defenses
Other Against AGAINST
7 funds
FOR
4 funds
PENNON GROUP PLC July 24, 2025 Amend Articles of Association Re: Format of General Meetings
Corporate Governance
Other For AGAINST
5 funds
FOR
1 fund
PENNON GROUP PLC July 24, 2025 Approve Climate-Related Financial Disclosures
Environment or Climate
Other For AGAINST
5 funds
FOR
1 fund
PETROCHINA CO LTD June 9, 2026 Approve Report of the Board of Directors
Corporate Governance
Other For FOR
7 funds
AGAINST
3 funds

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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.