Home › Asset managers › Compare 2023-2024 › Fidelity vs Dimensional
Fidelity 2023-2024 · Dimensional 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 97,715 | 90,515 | 3,598 | 3,602 | 96.2% | 94.7% |
| Board proposals | 77,848 | 71,466 | 3,343 | 3,039 | 95.5% | 94.0% |
| E&S shareholder proposals | 400 | 249 | 4 | 147 | 98.4% | 85.1% |
| Other items | 19,467 | 18,800 | 251 | 416 | 98.7% | 97.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
251 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 | Fidelity | Dimensional |
|---|---|---|---|---|---|---|
| SHANGHAI MICROPORT ENDOVASCULAR MEDTECH CO. LTD. | January 29, 2024 | Elect Huo Qingfu as Director Director Elections |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| SHELF DRILLING LTD. | June 12, 2024 | Amend Memorandum and Articles of Association Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | FOR 44 funds |
AGAINST 2 funds |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | FOR 28 funds |
AGAINST 9 funds |
| SHENZHEN EXPRESSWAY CORPORATION LTD. | February 20, 2024 | Elect Yao Hai as Director Director Elections |
Other | For | AGAINST 1 fund |
FOR 5 funds |
| SICHUAN CHUANTOU ENERGY CO. LTD. | May 17, 2024 | Approve Production and Operation Plan as well as Financial Budget Report Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 5 funds |
| SILVERSUN TECHNOLOGIES INC. | May 30, 2024 | To approve one or more adjournments of the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for the approval of the Investment Proposal, the Charter Proposals or the 2024 Plan Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| SILVERSUN TECHNOLOGIES INC. | May 30, 2024 | To approve separately a feature of the t Amended and Restated Certificate of Incorporation providing for exculpation of directors and officers to the extent permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| SILVERSUN TECHNOLOGIES INC. | May 30, 2024 | To approve the adoption of the Fifth Amended and Restated Certificate of Incorporation (the "Amended and Restated Certificate of Incorporation"), copy of the form of which is attached as Annex B to the accompanying proxy statement, which, if approved would became effective prior to and in connection with the closing of the Equity Investment (the "General Charter Proposal"). Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| SINOMA INTERNATIONAL ENGINEERING CO. LTD. | April 17, 2024 | Approve Investment Plan Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 7 funds |
| SINOSEAL HOLDING CO. LTD. | November 14, 2023 | Amend Working System for Independent Directors Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 4 funds |
| SNC-LAVALIN GROUP INC. | May 16, 2024 | SP 2: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | AGAINST 3 funds |
FOR 8 funds |
| SOUTHWEST AIRLINES CO. | May 15, 2024 | Advisory vote on shareholder proposal 10 amend clawback policy for executive pay. Compensation |
Other | Against | AGAINST 24 funds |
FOR 14 funds |
| SSE PLC | July 20, 2023 | Approve Net Zero Transition Report Environment or Climate |
Other | For | FOR 15 funds |
AGAINST 12 funds |
| STANDARD BIOTOOLS INC. | January 4, 2024 | Standard BioTools Adjournment Proposal. To approve adjournments of the Standard BioTools Special Meeting from time to time, if necessary or appropriate, to solicit additional proxies in favor of the Standard BioTools Share Issuance Proposal and the Standard BioTools Charter Amendment Proposal if there are insufficient votes at the time of such adjournment to approve such proposals or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to Standard BioTools stockholders (the "Standard BioTools Adjournment Proposal" and, together with the Standard BioTools Share Issuance Proposal, the Standard BioTools Charter Amendment Proposal, the Standard BioTools Advisory Compensation Proposal and the Standard BioTools Equity Incentive Plan Amendment Proposal, the "Standard BioTools Proposals"). Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| STEF | April 25, 2024 | Approve Auditors' Special Report on Related-Party Transactions Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 2 funds |
| SUMITOMO DENSETSU CO. LTD. | June 25, 2024 | Approve Additional Allocation of Income so that Annual Dividend per Share Equals to 6 Percent of Net Asset per Share Capital Structure |
Other | Against | AGAINST 1 fund |
FOR 2 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To adjourn the Summit special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Summit merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Summit common stock. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 17 funds |
| SURUGA BANK LTD. | June 26, 2024 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers Compensation |
Other | Against | AGAINST 3 funds |
FOR 3 funds |
| TBS HOLDINGS INC. | June 27, 2024 | Approve Additional Allocation of Income so that Annual Dividend per Share Equals to JPY 360 Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 3 funds |
| TECHNOGYM SPA | May 7, 2024 | Approve Remuneration of Directors Corporate Governance |
Other | None | FOR 2 funds |
AGAINST 2 funds |
| TENMA CORP. | June 26, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 98 Capital Structure |
Other | Against | AGAINST 1 fund |
FOR 3 funds |
| TERRAFINA | June 5, 2024 | Designate Representatives to Formalize and Execute Approved Resolutions Corporate Governance |
Other | None | AGAINST 3 funds |
FOR 1 fund |
| TERRAFINA | June 5, 2024 | Instruct Trustee to Engage Law Firm Specializing in Taxation, Financial Advisor and Any Necessary Advisor to Carry out Comparative Analysis in Favor of Holders with Respect to Offers Received by Trust, Including Acquisition of Certificates (CBFIs) Corporate Governance |
Other | None | AGAINST 3 funds |
FOR 1 fund |
| TERRAFINA | June 5, 2024 | Make Available to Holders via Common Representative Conclusions and Pros and Cons on Proposals Submitted to Trust Based on Analysis in Previous Item 1; in Addition to Authorities Provided for in Trust Agreement, so that Holders Can Make Informed Decision Corporate Governance |
Other | None | AGAINST 3 funds |
FOR 1 fund |
| TESSCO TECHNOLOGIES INC. | July 13, 2023 | To approve one or more adjournments of the special meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to approve the merger proposal at the time of the special meeting. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 16 funds |
| TODA CORP. | June 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 4 funds |
| TOHOKU ELECTRIC POWER CO. INC. | June 26, 2024 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 2 funds |
| TORII PHARMACEUTICAL CO. LTD. | March 27, 2024 | Amend Articles to Review Necessity of Cash Management System Corporate Governance |
Other | Against | AGAINST 1 fund |
FOR 2 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | FOR 33 funds |
AGAINST 6 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| TRANSCOSMOS INC. | June 25, 2024 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 2 funds |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Amend Restricted Stock Plan Compensation |
Other | Contested | AGAINST 13 funds |
FOR 3 funds |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director and Audit Committee Member Nominee Gohara, Nobuo Director Elections |
Other | Contested | AGAINST 13 funds |
FOR 3 funds |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director and Audit Committee Member Nominee Nakahata, Yuko Director Elections |
Other | Contested | AGAINST 13 funds |
FOR 3 funds |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | FOR 8 funds |
AGAINST 3 funds |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | FOR 24 funds |
AGAINST 9 funds |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | FOR 28 funds |
AGAINST 17 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | FOR 11 funds |
AGAINST 13 funds |
| VANGUARD INTERNATIONAL SEMICONDUCTOR CORP. | June 14, 2024 | Amend Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 4 funds |
| VENUS MEDTECH (HANGZHOU) INC. | November 30, 2023 | Authorize Board to Approve Proposed Letter of Appointment with the Proposed Director and Supervisor and Related Transactions Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | AGAINST 55 funds |
FOR 19 funds |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Westpac Climate Change Position Statement and Action Plan Environment or Climate |
Other | For | FOR 13 funds |
AGAINST 8 funds |
| WIRELESS TELECOM GROUP INC. | August 2, 2023 | Adjournment of Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of Proposal 1. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| WOODSIDE ENERGY GROUP LTD. | April 24, 2024 | Approve Climate Transition Action Plan and 2023 Progress Report Environment or Climate |
Other | For | FOR 18 funds |
AGAINST 13 funds |
| WORKSPORT LTD. | December 12, 2023 | To approve the adjournment of the 2023 Annual Shareholder Meeting to permit further solicitation of proxies, if necessary or appropriate. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| WPG HOLDINGS LTD. | May 24, 2024 | Amend Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 4 funds |
| YODOGAWA STEEL WORKS LTD. | June 25, 2024 | Approve Additional Allocation of Income so that Dividend Equals to 6 Percent of Equity Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 3 funds |
| YODOGAWA STEEL WORKS LTD. | June 25, 2024 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | AGAINST 2 funds |
FOR 3 funds |
| ZANGGE MINING CO. LTD. | April 10, 2024 | Approve Financial Budget Report Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| ZHEJIANG CHINA COMMODITIES CITY GROUP CO. LTD. | May 23, 2024 | Approve Financial Budget Report Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.