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Dimensional vs Jackson National: how alike they voted, 2023-2024

93.5% When both took a single position, they voted the same way on 93.5% of 11,705 items (10,947 the same, 758 different). 1,130 items where at least one of them split its funds are listed separately below. Both voted on 12,835 items in all.

Dimensional 2023-2024 · Jackson National 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	12,835	10,947	758	1,130	93.5%	89.2%
Board proposals	10,721	9,148	750	823	92.4%	88.0%
E&S shareholder proposals	265	151	0	114	100.0%	91.1%
Other items	1,849	1,648	8	193	99.5%	95.8%

Where they did not vote alike

Everything Voted differently Split votes

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

8 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	Jackson National
AMUNDI SA	May 24, 2024	Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate	Other	For	AGAINST 4 funds	FOR 2 funds
AVIVA PLC	May 2, 2024	Approve Climate-Related Financial Disclosure Environment or Climate	Other	For	AGAINST 9 funds	FOR 2 funds
BOSSARD HOLDING AG	April 8, 2024	Amend Articles Re: General Meetings (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings) Corporate Governance	Other	For	AGAINST 2 funds	FOR 1 fund
GECINA	April 25, 2024	APPROVE COMPANY'S AMBITION TO REDUCE GREENHOUSE GAS EMISSIONS FROM ITS OPERATING BUILDINGS (ADVISORY) Environment or Climate	Other	For	AGAINST 1 fund	FOR 1 fund
MEDIAALPHA INC.	May 16, 2024	To approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and Corporate Governance	Other	For	AGAINST 4 funds	FOR 2 funds
RATIONAL AG	May 8, 2024	Approve Discharge of Supervisory Board for Fiscal Year 2023 Corporate Governance	Other	For	FOR 1 fund	AGAINST 1 fund
TEMENOS AG	May 7, 2024	Amend Articles of Association (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings) Corporate Governance	Other	For	AGAINST 2 funds	FOR 1 fund
VICTORIA PLC	November 13, 2023	Accept Financial Statements and Statutory Reports Corporate Governance	Other	For	AGAINST 4 funds	ABSTAIN 1 fund

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.