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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
OPTIMIZERX CORP. June 5, 2024 Election of Directors: James Lang Director Elections Board WITHHOLD 14
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Lynn O'Connor Vos Director Elections Board WITHHOLD 14
OPTIMIZERX CORP. June 5, 2024 Election of Directors: Patrick Spangler Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan Compensation Board AGAINST 14
ORACLE CORP. November 15, 2023 Election of Directors: Awo Ablo Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Bruce R. Chizen Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Charles W. Moorman Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: George H. Conrades Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Jeffrey O. Henley Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Jeffrey S. Berg Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Lawrence J. Ellison Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Leon E. Panetta Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Michael J. Boskin Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Naomi O. Seligman Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Renee J. James Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Rona A. Fairhead Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Safra A. Catz Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: Vishal Sikka Director Elections Board WITHHOLD 14
ORACLE CORP. November 15, 2023 Election of Directors: William G. Parrett Director Elections Board WITHHOLD 14
OSCAR HEALTH INC. June 6, 2024 Election of Directors: Joshua Kushner Director Elections Board WITHHOLD 14
PACIFIC BIOSCIENCES OF CALIFORNIA INC. June 18, 2024 To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board (inferred) AGAINST 14
PAR TECHNOLOGY CORP. June 3, 2024 Approval of an Amendment to the Amended and Restated PAR Technology Corporation 2015 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 1,900,000 shares. Compensation Board AGAINST 14
PATRIOT TRANSPORTATION HOLDING INC. December 19, 2023 To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Patriot Transportation Holding, Inc.'s named executive officers that is based on or otherwise relates to the merger, and Say-on-Pay Board (inferred) AGAINST 14
PAYCOM SOFTWARE INC. April 29, 2024 Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay Board (inferred) AGAINST 14
PAYMENTUS HOLDINGS INC. June 7, 2024 Election of Directors: Arun Oberoi Director Elections Board WITHHOLD 14
PAYMENTUS HOLDINGS INC. June 7, 2024 Election of Directors: Dushyant Sharma Director Elections Board WITHHOLD 14
PAYMENTUS HOLDINGS INC. June 7, 2024 Election of Directors: Jason Klein Director Elections Board WITHHOLD 14
PAYONEER GLOBAL INC. May 30, 2024 Non-binding advisory vote to approve named executive officer compensation. Say-on-Pay Board (inferred) AGAINST 14
PFSWEB INC. August 29, 2023 Approve, on a non-binding, advisory basis, the compensation of the Company's Named Executive Officers; Say-on-Pay Board (inferred) AGAINST 14
PJT PARTNERS INC. June 20, 2024 To elect the three nominees for Class III directors listed below, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders (Proposal 1): James Costos Director Elections Board WITHHOLD 14
POWER INTEGRATIONS INC. May 17, 2024 To approve, on an advisory basis, the compensation of Power Integrations' named executive officers, as disclosed in the proxy statement. Say-on-Pay Board (inferred) AGAINST 14
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Barbara Byrne Director Elections Board WITHHOLD 14
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Gwen Reinke Director Elections Board WITHHOLD 14
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Judy Cotte Director Elections Board WITHHOLD 14
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Ronald D. McCray Director Elections Board WITHHOLD 14
QUOTIENT TECHNOLOGY INC. August 3, 2023 To approve Quotient Technology Inc.'s 2023 Equity Incentive Plan. Compensation Board AGAINST 14
R1 RCM INC. May 22, 2024 Election of Directors: Bradford Kyle Armbrester Director Elections Board WITHHOLD 14
R1 RCM INC. May 22, 2024 Election of Directors: Joseph Flanagan Director Elections Board WITHHOLD 14
R1 RCM INC. May 22, 2024 Election of Directors: Matthew Holt Director Elections Board WITHHOLD 14
R1 RCM INC. May 22, 2024 Election of Directors: Neal Moszkowski Director Elections Board WITHHOLD 14
RAFAEL HOLDINGS INC. January 10, 2024 Election of Directors: Howard S. Jonas Director Elections Board AGAINST 14
RAFAEL HOLDINGS INC. January 10, 2024 Election of Directors: Mark A. McCamish Director Elections Board AGAINST 14
RAFAEL HOLDINGS INC. January 10, 2024 Election of Directors: Michael J. Weiss Director Elections Board AGAINST 14
RAFAEL HOLDINGS INC. January 10, 2024 Election of Directors: Stephen M. Greenberg Director Elections Board AGAINST 14
RBC BEARINGS INC. September 7, 2023 To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay Board (inferred) AGAINST 14
REGENXBIO INC. May 31, 2024 Election of Three Class III Directors: David C. Stump, M.D. Director Elections Board WITHHOLD 14
REGENXBIO INC. May 31, 2024 Election of Three Class III Directors: George Migausky Director Elections Board WITHHOLD 14
REGENXBIO INC. May 31, 2024 Election of Three Class III Directors: Kenneth T. Mills Director Elections Board WITHHOLD 14
RF INDUSTRIES LTD. September 6, 2023 To conduct an advisory vote on the compensation of the Company's named executive officers as disclosed in this proxy statement. Say-on-Pay Board (inferred) AGAINST 14
SEALED AIR CORP. May 23, 2024 Approval, as an advisory vote, of Sealed Air's 2023 executive compensation. Say-on-Pay Board (inferred) AGAINST 14
SENTINELONE INC. June 27, 2024 Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay Board (inferred) AGAINST 14
SHIFT4 PAYMENTS INC. June 7, 2024 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay Board (inferred) AGAINST 14
SITIME CORP. May 30, 2024 Election of Directors: Christine A. Heckart Director Elections Board WITHHOLD 14
SITIME CORP. May 30, 2024 Election of Directors: Edward H. Frank Director Elections Board WITHHOLD 14
SITIME CORP. May 30, 2024 Election of Directors: Tom D. Yiu Director Elections Board WITHHOLD 14
SOUTHWEST AIRLINES CO. May 15, 2024 Election of Directors: Eduardo F. Conrado Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Brett Shockley Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Christine M. Cournoyer Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Dr. Bobbie Byrne Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Randy Hyun Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Todd Stein Director Elections Board AGAINST 14
SPOK HOLDINGS INC. July 25, 2023 Election of Directors: Vincent D. Kelly Director Elections Board AGAINST 14
STAGWELL INC. June 12, 2024 Election of Directors: Charlene Barshefsky Director Elections Board WITHHOLD 14
STAGWELL INC. June 12, 2024 Election of Directors: Eli Samaha Director Elections Board WITHHOLD 14
STAGWELL INC. June 12, 2024 Election of Directors: Wade Oosterman Director Elections Board WITHHOLD 14
STERIS PLC July 27, 2023 Re-election of Directors: Cynthia L. Feldmann Director Elections Board AGAINST 14
TEXAS ROADHOUSE INC. May 16, 2024 Say on Pay - An Advisory Vote on the Approval of Executive Compensation. Say-on-Pay Board (inferred) AGAINST 14
TRAVEL + LEISURE CO. May 15, 2024 A non-binding, advisory resolution to approve our executive compensation program. Say-on-Pay Board (inferred) AGAINST 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: Andrew Wolfe, Ph.D. Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: Julia W. Sze Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: Katherine L. Scherping Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: L. Gregory Ballard Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: Michelle D. Wilson Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. July 6, 2023 Company Proposal: Election of Directors: Terry Jimenez Director Elections Board WITHHOLD 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: Andrew Wolfe, Ph.D. Director Elections Board AGAINST 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: Julia W. Sze Director Elections Board AGAINST 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: Katherine L. Scherping Director Elections Board AGAINST 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: L. Gregory Ballard Director Elections Board AGAINST 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: Terry Jimenez Director Elections Board AGAINST 14
TURTLE BEACH CORP. June 11, 2024 Election of Directors: William Wyatt Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Election of Directors: Barbara A. Tyson Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Election of Directors: David J. Bronczek Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Election of Directors: John H. Tyson Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Election of Directors: Les R. Baledge Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Election of Directors: Mike Beebe Director Elections Board AGAINST 14
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 14
UNITED BANCSHARES INC. April 24, 2024 Elect Director Daniel W. Schutt Director Elections Board WITHHOLD 14
UNITED BANCSHARES INC. April 24, 2024 Elect Director H. Edward Rigel Director Elections Board WITHHOLD 14
UNITED BANCSHARES INC. April 24, 2024 Elect Director Herbert H. Huffman Director Elections Board WITHHOLD 14
UNITED BANCSHARES INC. April 24, 2024 Elect Director R. Steven Unverferth Director Elections Board WITHHOLD 14
UNITED BANCSHARES INC. April 24, 2024 Elect Director Robert L. Benroth Director Elections Board WITHHOLD 14
UNITED BANCSHARES INC. April 24, 2024 Ratify CliftonLarsonAllen LLP as Auditors Audit-related Board AGAINST 14
UNITY SOFTWARE INC. June 5, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay Board (inferred) AGAINST 14
UPLAND SOFTWARE INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board (inferred) AGAINST 14
VERTEX INC. June 12, 2024 Election of directors: Amanda Westphal Radcliffe Director Elections Board WITHHOLD 14
VERTEX INC. June 12, 2024 Election of directors: Bradley Gayton Director Elections Board WITHHOLD 14
VERTEX INC. June 12, 2024 Election of directors: Stefanie Westphal Thompson Director Elections Board WITHHOLD 14
VICOR CORP. June 21, 2024 To fix the number of Directors at twelve and to elect the following twelve nominees as Directors to hold office until the 2025 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified: Samuel J. Anderson Director Elections Board WITHHOLD 14
WATTS WATER TECHNOLOGIES INC. May 22, 2024 Election of Directors: David A. Dunbar Director Elections Board WITHHOLD 14
WATTS WATER TECHNOLOGIES INC. May 22, 2024 Election of Directors: Joseph W. Reitmeier Director Elections Board WITHHOLD 14

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