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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

6,095 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

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
CRAWFORD & CO. May 10, 2024 Proposal to elect the nine (9) nominees listed below as Directors: L. G. Hannusch Director Elections Board WITHHOLD 14
CRAWFORD & CO. May 10, 2024 Proposal to elect the nine (9) nominees listed below as Directors: R. Patel Director Elections Board WITHHOLD 14
CUMULUS MEDIA INC. May 2, 2024 Proposal to approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay Board (inferred) AGAINST 14
DENBURY INC. October 31, 2023 The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger. Say-on-Pay Board (inferred) AGAINST 14
DIEBOLD NIXDORF INC. April 25, 2024 To elect eight directors: Marjorie L. Bowen Director Elections Board AGAINST 14
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: Justin W. Udelhofen Director Elections Board AGAINST 14
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: Leonard M. Sturm Director Elections Board AGAINST 14
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: Megha H. Parekh Director Elections Board AGAINST 14
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: Patrick O. Zalupski Director Elections Board AGAINST 14
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: W. Radford Lovett II Director Elections Board AGAINST 14
EQUITRANS MIDSTREAM CORP. April 23, 2024 Approval, on advisory basis, of the compensation of the Company's named executive officers for 2023 (Say-on-Pay). Say-on-Pay Board (inferred) AGAINST 14
ESTEE LAUDER COMPANIES INC. November 17, 2023 Advisory vote to approve executive compensation. Say-on-Pay Board (inferred) AGAINST 14
ETSY INC. June 13, 2024 Advisory vote to approve named executive officer compensation. Say-on-Pay Board (inferred) AGAINST 14
EURONET WORLDWIDE INC. May 16, 2024 Advisory vote on executive compensation. Say-on-Pay Board (inferred) AGAINST 14
EVERCOMMERCE INC. June 20, 2024 Election of Class III Directors to serve until the 2027 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified: John Marquis Director Elections Board WITHHOLD 14
FLUOR CORP. May 1, 2024 Election of Directors: Alan M. Bennett Director Elections Board AGAINST 14
FLUOR CORP. May 1, 2024 Election of Directors: H. Paulett Eberhart Director Elections Board AGAINST 14
FLUOR CORP. May 1, 2024 Election of Directors: James T. Hackett Director Elections Board AGAINST 14
FLUOR CORP. May 1, 2024 Election of Directors: Matthew K. Rose Director Elections Board AGAINST 14
FTAI INFRASTRUCTURE INC. May 29, 2024 Election of Director: Ray M. Robinson Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: Anaal Udaybabu Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: James Colquhoun Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: Jirka Rysavy Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: Keyur Patel Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: Kristin Frank Director Elections Board WITHHOLD 14
GAIA INC. May 20, 2024 Election of Directors: Paul Sutherland Director Elections Board WITHHOLD 14
GLOBAL INDUSTRIAL CO. June 3, 2024 Election of Directors: Barry Litwin Director Elections Board WITHHOLD 14
GLOBAL INDUSTRIAL CO. June 3, 2024 Election of Directors: Bruce Leeds Director Elections Board WITHHOLD 14
GLOBAL INDUSTRIAL CO. June 3, 2024 Election of Directors: Richard B. Leeds Director Elections Board WITHHOLD 14
GLOBAL INDUSTRIAL CO. June 3, 2024 Election of Directors: Robert Leeds Director Elections Board WITHHOLD 14
GOOSEHEAD INSURANCE INC. May 6, 2024 Non-binding and advisory resolution approving the compensation of our named executive officers. Say-on-Pay Board (inferred) AGAINST 14
HALLADOR ENERGY CO. May 30, 2024 Election of six Directors for a one-year term: Charles R. Wesley, IV Director Elections Board AGAINST 14
HESS CORP. May 28, 2024 To adopt the Agreement and Plan of Merger, dated as of October 22, 2023 (as may be amended from time to time, the "merger agreement"), by and among Chevron Corporation, Yankee Merger Sub Inc. and Hess Corporation ("Hess"). Extraordinary Transactions Board ABSTAIN 14
HIMS & HERS HEALTH INC. June 6, 2024 Advisory approval of the Company's executive compensation. Say-on-Pay Board (inferred) AGAINST 14
IDT CORP. December 13, 2023 Election of Directors: Elaine S. Yatzkan Director Elections Board AGAINST 14
IDT CORP. December 13, 2023 Election of Directors: Eric F. Cosentino Director Elections Board AGAINST 14
IDT CORP. December 13, 2023 Election of Directors: Howard S. Jonas Director Elections Board AGAINST 14
IDT CORP. December 13, 2023 Election of Directors: Judah Schorr Director Elections Board AGAINST 14
IDT CORP. December 13, 2023 Election of Directors: Michael Chenkin Director Elections Board AGAINST 14
IDT CORP. December 13, 2023 To approve the 2024 IDT Corporation Equity Incentive Plan Compensation Board AGAINST 14
INFORMATICA INC. June 11, 2024 Election of Class lll Directors: Brian Ruder Director Elections Board WITHHOLD 14
INFORMATICA INC. June 11, 2024 Election of Class lll Directors: Cesare Ruggiero Director Elections Board WITHHOLD 14
INFORMATICA INC. June 11, 2024 Election of Class lll Directors: Jill Ward Director Elections Board WITHHOLD 14
INTER PARFUMS INC. September 14, 2023 Election of Directors: Gerard Kappauf Director Elections Board WITHHOLD 14
INTER PARFUMS INC. September 14, 2023 Election of Directors: Jean Madar Director Elections Board WITHHOLD 14
INTER PARFUMS INC. September 14, 2023 Election of Directors: Michel Atwood Director Elections Board WITHHOLD 14
INTER PARFUMS INC. September 14, 2023 Election of Directors: Philippe Benacin Director Elections Board WITHHOLD 14
INTER PARFUMS INC. September 14, 2023 Election of Directors: Philippe Santi Director Elections Board WITHHOLD 14
INTERNATIONAL MONEY EXPRESS INC. June 21, 2024 Election of three Class III directors to the board of directors of International Money Express, Inc. to serve for a term of three years or until their respective successors are duly elected and qualified: Robert Lisy Director Elections Board WITHHOLD 14
IRADIMED CORP. June 20, 2024 Election of Directors: James Hawkins Director Elections Board WITHHOLD 14
IRADIMED CORP. June 20, 2024 Election of Directors: Roger Susi Director Elections Board WITHHOLD 14
JAKKS PACIFIC INC. December 15, 2023 To approve an amendment to the Company's 2002 Stock Award and Incentive Plan. Compensation Board AGAINST 14
JAKKS PACIFIC INC. December 15, 2023 To elect two (2) Class III Directors to hold office for the term described in this proxy statement: Matthew Winkler Director Elections Board WITHHOLD 14
JAMF HOLDING CORP. May 30, 2024 Election of Directors: Christina Lema Director Elections Board WITHHOLD 14
JAMF HOLDING CORP. May 30, 2024 Election of Directors: David Breach Director Elections Board WITHHOLD 14
JAMF HOLDING CORP. May 30, 2024 Election of Directors: John Strosahl Director Elections Board WITHHOLD 14
JAMF HOLDING CORP. May 30, 2024 Election of Directors: Michael Fosnaugh Director Elections Board WITHHOLD 14
JOHN B. SANFILIPPO & SON INC. November 2, 2023 Election of Directors: Ellen C. Taaffe Director Elections Board WITHHOLD 14
JOHN B. SANFILIPPO & SON INC. November 2, 2023 Election of Directors: Mercedes Romero Director Elections Board WITHHOLD 14
JOHN B. SANFILIPPO & SON INC. November 2, 2023 Election of Directors: Pamela Forbes Lieberman Director Elections Board WITHHOLD 14
KALVISTA PHARMACEUTICALS INC. September 26, 2023 The election of two Class II directors to hold office until the earliest of our 2026 annual meeting of stockholders and such individual's death, resignation or removal and the election and qualification of his or her successor: PATRICK TREANOR Director Elections Board AGAINST 14
KURA ONCOLOGY INC. June 5, 2024 Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation Board AGAINST 14
KURA ONCOLOGY INC. June 5, 2024 Election of two Class I directors for three-year terms: Faheem Hasnain Director Elections Board WITHHOLD 14
KURA ONCOLOGY INC. June 5, 2024 Election of two Class I directors for three-year terms: Troy E. Wilson, Ph.D, J.D. Director Elections Board WITHHOLD 14
L.S. STARRETT CO. November 8, 2023 Election of Directors: Christopher C. Gahagan Director Elections Board WITHHOLD 14
L.S. STARRETT CO. November 8, 2023 Election of Directors: Thomas J. Riordan Director Elections Board WITHHOLD 14
LATHAM GROUP INC. May 2, 2024 Election of Class III Directors: Brian Pratt Director Elections Board WITHHOLD 14
LATHAM GROUP INC. May 2, 2024 Election of Class III Directors: Suzan Morno-Wade Director Elections Board WITHHOLD 14
LEMAITRE VASCULAR INC. June 3, 2024 Election of Directors: Lawrence J. Jasinski Director Elections Board WITHHOLD 14
LEVI STRAUSS & CO. April 24, 2024 The election as Class II directors of the four nominees named in the Proxy Statement: David A. Friedman Director Elections Board WITHHOLD 14
LIFESTANCE HEALTH GROUP INC. June 3, 2024 Election of the three director nominees named in the Proxy Statement to serve until the 2027 annual meeting of stockholders: Kenneth Burdick Director Elections Board WITHHOLD 14
LIFEWAY FOODS INC. June 14, 2024 To approve, by non-binding advisory vote, executive compensation. Say-on-Pay Board (inferred) AGAINST 14
LINCOLN NATIONAL CORP. May 23, 2024 The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay Board (inferred) AGAINST 14
MAGNA INTERNATIONAL INC. May 9, 2024 Advisory Vote on Executive Compensation Approach Compensation Board AGAINST 14
MARQETA INC. June 13, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay Board (inferred) AGAINST 14
MATTEL INC. May 29, 2024 Approval of the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan. Compensation Board AGAINST 14
METROPOLITAN BANK HOLDING CORP. May 29, 2024 Election of Directors: George J. Wolf, Jr. - for a 3-year term Director Elections Board WITHHOLD 14
METROPOLITAN BANK HOLDING CORP. May 29, 2024 Election of Directors: Harvey M. Gutman - for a 3-year term Director Elections Board WITHHOLD 14
METROPOLITAN BANK HOLDING CORP. May 29, 2024 Election of Directors: Katrina Robinson - for a 3-year term Director Elections Board WITHHOLD 14
METROPOLITAN BANK HOLDING CORP. May 29, 2024 Election of Directors: Mark R. DeFazio - for a 3-year term Director Elections Board WITHHOLD 14
MOELIS & CO. June 6, 2024 2024 Moelis Omnibus Incentive Plan. Compensation Board AGAINST 14
MOELIS & CO. June 6, 2024 Election of Directors: John A. Allison IV Director Elections Board AGAINST 14
MOELIS & CO. June 6, 2024 Election of Directors: Kenneth L. Shropshire Director Elections Board AGAINST 14
MOELIS & CO. June 6, 2024 Election of Directors: Laila J. Worrell Director Elections Board AGAINST 14
MONARCH CASINO & RESORT INC. May 21, 2024 Election of Directors: John Farahi Director Elections Board AGAINST 14
NAPCO SECURITY TECHNOLOGIES INC. December 12, 2023 ELECTION OF DIRECTORS: Andrew J. Wilder Director Elections Board WITHHOLD 14
NAPCO SECURITY TECHNOLOGIES INC. December 12, 2023 ELECTION OF DIRECTORS: Robert A. Ungar Director Elections Board WITHHOLD 14
NATHAN'S FAMOUS INC. September 12, 2023 Adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's Named Executive Officers, as described in the proxy statement under "Executive Compensation" Say-on-Pay Board (inferred) AGAINST 14
NATIONAL RESEARCH CORP. May 8, 2024 ELECTION OF DIRECTORS: Terms expiring at the 2027 Annual Meeting: John N. Nunnelly Director Elections Board AGAINST 14
NATIONAL RESEARCH CORP. May 8, 2024 ELECTION OF DIRECTORS: Terms expiring at the 2027 Annual Meeting: Michael D. Hays Director Elections Board AGAINST 14
NCINO INC. June 20, 2024 Election of Class I Directors: Pam Kilday Director Elections Board AGAINST 14
NCINO INC. June 20, 2024 Election of Class I Directors: Pierre Naude Director Elections Board AGAINST 14
NCINO INC. June 20, 2024 Election of Class I Directors: William Ruh Director Elections Board AGAINST 14
NETAPP INC. September 13, 2023 To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation Board AGAINST 14
OKTA INC. June 20, 2024 To elect three Class I directors to serve until the 2027 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Emilie Choi Director Elections Board WITHHOLD 14
OOMA INC. June 6, 2024 To approve a non-binding advisory vote on the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay Board (inferred) AGAINST 14
OPEN LENDING CORP. May 22, 2024 To elect three Class I directors for a three-year term: Eric A. Feldstein Director Elections Board WITHHOLD 14
OPEN LENDING CORP. May 22, 2024 To elect three Class I directors for a three-year term: Gene Yoon Director Elections Board WITHHOLD 14
OPTIMIZERX CORP. June 5, 2024 Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares. Compensation Board AGAINST 14
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Gregory D. Wasson Director Elections Board WITHHOLD 14

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Built November 7, 2026 from SEC Form N-PX filings.