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Dimensional vs Brighthouse: how alike they voted, 2023-2024

98.2% When both took a single position, they voted the same way on 98.2% of 68,736 items (67,497 the same, 1,239 different). 8,285 items where at least one of them split its funds are listed separately below. Both voted on 77,021 items in all.

Note on Brighthouse: its funds did not all vote the same way on 11.4% of the 112,275 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.

Dimensional 2023-2024 · Brighthouse 2023-2024 · 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	77,021	67,497	1,239	8,285	98.2%	94.5%
Board proposals	66,286	57,850	1,142	7,294	98.1%	94.5%
E&S shareholder proposals	389	4	4	381	50.0%	33.3%
Other items	10,346	9,643	93	610	99.0%	96.6%

Where they did not vote alike

Everything Voted differently Split votes

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

703 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	Brighthouse
ZOETIS INC.	May 22, 2024	Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance	Other	For	FOR 15 funds	Split 6 FOR, 6 ABSTAIN
ZOETIS INC.	May 22, 2024	Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance	Other	Against	FOR 15 funds	Split 1 FOR, 5 AGAINST, 6 ABSTAIN
ZURICH INSURANCE GROUP AG	April 10, 2024	Approve Sustainability Report Corporate Governance	Other	For	FOR 3 funds	Split 4 FOR, 2 ABSTAIN

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.