Home › Asset managers › Compare 2023-2024 › Dimensional vs State Street
Dimensional 2023-2024 · State Street 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 132,582 | 122,303 | 9,928 | 351 | 92.5% | 92.4% |
| Board proposals | 99,168 | 90,199 | 8,744 | 225 | 91.2% | 91.0% |
| E&S shareholder proposals | 392 | 267 | 25 | 100 | 91.4% | 84.4% |
| Other items | 33,022 | 31,837 | 1,159 | 26 | 96.5% | 96.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
225 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 | State Street |
|---|---|---|---|---|---|---|
| SIMPLY GOOD FOODS CO. | January 18, 2024 | Election of the 12 director nominees: James D. White Director Elections |
Board | For | FOR 18 funds |
Split 1 FOR, 9 WITHHOLD |
| SIMPLY GOOD FOODS CO. | January 18, 2024 | Election of the 12 director nominees: Nomi P. Ghez Director Elections |
Board | For | FOR 18 funds |
Split 1 FOR, 9 WITHHOLD |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: Rebecca M. Brooks Director Elections |
Board | For | AGAINST 18 funds |
Split 2 FOR, 1 AGAINST |
| STANDEX INTERNATIONAL CORP. | October 24, 2023 | To elect the following Directors: Charles H. Cannon, Jr. (Class II, 3 year term) Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 12 AGAINST |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | FOR 19 funds |
Split 2 FOR, 10 AGAINST |
| STOCK YARDS BANCORP INC. | April 25, 2024 | Election of Directors: Laura L. Wells Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 1 AGAINST |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 1 FOR, 1 AGAINST |
| THE TIMKEN COMPANY | May 3, 2024 | Election of ten Directors to serve for a term of one year: Christopher L. Mapes Director Elections |
Board | For | WITHHOLD 20 funds |
Split 2 FOR, 13 WITHHOLD |
| THE TIMKEN COMPANY | May 3, 2024 | Election of ten Directors to serve for a term of one year: Frank C. Sullivan Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 13 WITHHOLD |
| THE VITA COCO COMPANY, INC. | June 4, 2024 | Election of Class III Directors: Ira Liran Director Elections |
Board | For | WITHHOLD 13 funds |
Split 2 FOR, 3 WITHHOLD |
| THE VITA COCO COMPANY, INC. | June 4, 2024 | Election of Class III Directors: Jane C. Morreau Director Elections |
Board | For | WITHHOLD 13 funds |
Split 2 FOR, 3 WITHHOLD |
| TRANSCAT INC. | September 6, 2023 | Election of Directors Nominees: Mbago M. Kaniki Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 3 WITHHOLD |
| TRIMAS CORP. | May 14, 2024 | Election of Directors: Daniel P. Tredwell Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 3 WITHHOLD |
| TRUPANION INC. | June 5, 2024 | To approve the Trupanion 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
Split 10 FOR, 2 AGAINST |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: James D. Klingbeil Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 22 AGAINST |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Jon A. Grove Director Elections |
Board | For | AGAINST 5 funds |
Split 1 FOR, 22 AGAINST |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Katherine A. Cattanach Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 22 AGAINST |
| UFP INDUSTRIES INC. | April 24, 2024 | Election of Directors: To elect three directors to serve until 2027: Thomas W. Rhodes Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 8 AGAINST |
| UNISYS CORP. | May 1, 2024 | Approval of the Unisys Corporation 2024 Long-Term Incentive and Equity Compensation Plan. Compensation |
Board | For | FOR 12 funds |
Split 2 FOR, 2 AGAINST |
| UNISYS CORP. | May 1, 2024 | Election of Directors: Philippe Germond Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 2 AGAINST |
| UNIVERSAL DISPLAY CORP. | June 20, 2024 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 16 FOR, 2 AGAINST |
| VERTEX INC. | June 12, 2024 | Election of directors: Bradley Gayton Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 2 WITHHOLD |
| XENON PHARMACEUTICALS INC. | June 4, 2024 | Amendment to the Amended and Restated 2014 Plan Approve certain amendments to the Amended and Restated 2014 Equity Incentive Plan, including to increase the maximum number of Common Shares available for issuance thereunder by 5,200,000 Compensation |
Board | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| XENON PHARMACEUTICALS INC. | June 4, 2024 | Election of Directors: Dawn Svoronos Director Elections |
Board | For | FOR 10 funds |
Split 2 FOR, 1 AGAINST |
| XENON PHARMACEUTICALS INC. | June 4, 2024 | Election of Directors: Pat Machado Director Elections |
Board | For | AGAINST 10 funds |
Split 2 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.