Home › Asset managers › Compare 2025-2026 › Dimensional vs Northern Trust

Dimensional vs Northern Trust: how alike they voted, 2025-2026

94.9% When both took a single position, they voted the same way on 94.9% of 79,161 items (75,089 the same, 4,072 different). 1,673 items where at least one of them split its funds are listed separately below. Both voted on 80,834 items in all.

Dimensional 2025-2026 · Northern Trust 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	80,834	75,089	4,072	1,673	94.9%	94.1%
Board proposals	63,953	58,704	3,872	1,377	93.8%	93.0%
E&S shareholder proposals	173	76	18	79	80.9%	67.7%
Other items	16,708	16,309	182	217	98.9%	98.4%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

217 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	Northern Trust
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	Split 1 FOR, 3 AGAINST
VALLOUREC SA	May 21, 2026	APPROVE COMPANY'S CLIMATE TRANSITION PLAN Environment or Climate	Other	For	AGAINST 3 funds	Split 2 FOR, 1 AGAINST
VERISK ANALYTICS, INC.	May 19, 2026	Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses	Other	Against	AGAINST 6 funds	Split 3 FOR, 3 AGAINST
VERIZON COMMUNICATIONS	May 21, 2026	Independent board chair Corporate Governance	Other	Against	AGAINST 8 funds	Split 3 FOR, 8 AGAINST
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	Split 3 FOR, 3 AGAINST
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 4 FOR, 7 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 4 FOR, 7 AGAINST
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Board Committee on Indigenous Peoples' Rights. Corporate Governance	Other	Against	AGAINST 7 funds	Split 2 FOR, 5 AGAINST
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Govern by Majority Vote. Shareholder Rights and Defenses	Other	Against	FOR 7 funds	Split 2 FOR, 5 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 2 FOR, 5 AGAINST
WEST PHARMACEUTICAL SERVICES, INC.	May 4, 2026	Shareholder proposal regarding an independent Board Chair policy. Corporate Governance	Other	Against	AGAINST 7 funds	Split 1 FOR, 2 AGAINST
WESTPAC BANKING CORP	December 11, 2025	Approve Transition Plan Approach and Climate Commitments Environment or Climate	Other	Against	AGAINST 5 funds	Split 2 FOR, 2 AGAINST
WOOLWORTHS GROUP LTD	October 30, 2025	Approve Classification of Beef Environment or Climate	Other	Against	AGAINST 4 funds	Split 2 FOR, 2 AGAINST
WOOLWORTHS GROUP LTD	October 30, 2025	Approve Seafood Sourcing Policy Environment or Climate	Other	Against	AGAINST 4 funds	Split 2 FOR, 2 AGAINST
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	Split 3 FOR, 4 AGAINST
ZIMMER BIOMET HOLDINGS, INC.	May 22, 2026	Shareholder Proposal on Independent Board Chairman. Corporate Governance	Other	Against	AGAINST 7 funds	Split 1 FOR, 3 AGAINST
ZOETIS INC.	May 20, 2026	Shareholder proposal to permit shareholder action by written consent. Shareholder Rights and Defenses	Other	Against	AGAINST 6 funds	Split 4 FOR, 4 AGAINST

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.