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Dimensional 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Dimensional voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

95 proposals. Every shareholder proposal Dimensional backed in 2023-2024 is listed here.

Dimensional, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedDimensional votedFunds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 17
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 14
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 14
MAXIMUS INC. March 12, 2024 Shareholder proposal regarding the commission of a third party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce Shareholder Against FOR 4
PREFORMED LINE PRODUCTS CO. May 7, 2024 To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion Shareholder Against FOR 4
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder Against FOR 4
SKECHERS U.S.A. INC. May 23, 2024 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate Shareholder Against FOR 4
TIMKEN CO. May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius. Environment or Climate Shareholder Against FOR 4
WEIS MARKETS INC. May 2, 2024 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate Shareholder Against FOR 4
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder Against FOR 3
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder Against FOR 3
APPLE INC. February 28, 2024 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder Against FOR 3
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 3
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion Shareholder Against FOR 3
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 3
CINTAS CORP. October 24, 2023 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 3
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder Against FOR 3
COTY INC. November 2, 2023 Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate Shareholder Against FOR 3
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Diversity, Equity, and Inclusion Shareholder Against FOR 3
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly Environment or Climate Shareholder Against FOR 3
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 3
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder Against FOR 3
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding climate change policies and climate change risk disclosures. Environment or Climate Shareholder Against FOR 3
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder Against FOR 3
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 3
ENCOMPASS HEALTH CORP. May 2, 2024 A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 3
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder Against FOR 3
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder Against FOR 3
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 3
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 3
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder Against FOR 3
INGLES MARKETS INC. February 13, 2024 Stockholder proposal regarding cage free egg progress disclosure. Other Social Issues Shareholder Against FOR 3
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder Against FOR 3
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder Against FOR 3
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 3
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators Human Rights or Human Capital/workforce Shareholder Against FOR 3
KELLANOVA April 26, 2024 Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 3
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder Not determined FOR 3
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder Against FOR 3
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder Against FOR 3
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate Shareholder Against FOR 3
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder Against FOR 3
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder Against FOR 3
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder Against FOR 3
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder Against FOR 3
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 3
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 3
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder Against FOR 3
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder Against FOR 3
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder Against FOR 3
QUEST DIAGNOSTICS INC. May 16, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate Shareholder Against FOR 3
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 3
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 3
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder Against FOR 3
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder Against FOR 3
TEXAS ROADHOUSE INC. May 16, 2024 An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate Shareholder Against FOR 3
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Not determined FOR 3
WALMART INC. June 5, 2024 Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder Against FOR 3
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 2
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder Against FOR 2
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging. Environment or Climate Shareholder Against FOR 2
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 2
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to publish measurable, time-bound targets for eliminating (or at least significantly reducing) gestation crates in its pork supply and regularly report progress meeting them. Other Social Issues Shareholder Against FOR 2
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding group-housed pork. Other Social Issues Shareholder Against FOR 2
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 2
GAMESTOP CORP. June 17, 2024 To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate Shareholder Against FOR 2
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder Not determined FOR 2
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Poultry Welfare Disclosure. Other Social Issues Shareholder Against FOR 2
PAPA JOHN'S INTERNATIONAL INC. May 2, 2024 Stockholder proposal regarding pork housing disclosure. Other Social Issues Shareholder Against FOR 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 2
SYSCO CORP. November 17, 2023 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder Against FOR 2
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 2
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues Shareholder Against FOR 2
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 2
BALLY'S CORP. May 16, 2024 A shareholder proposal regarding a report on the adoption of a smokefree policy. Other Social Issues Shareholder Against FOR 1
CAESARS ENTERTAINMENT INC. June 11, 2024 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues Shareholder Against FOR 1
DARDEN RESTAURANTS INC. September 20, 2023 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder Against FOR 1
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 1
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 1
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate Shareholder Not determined FOR 1

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Built October 13, 2026 from SEC Form N-PX filings.