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

96.2% When both took a single position, they voted the same way on 96.2% of 94,113 items (90,515 the same, 3,598 different). 3,602 items where at least one of them split its funds are listed separately below. Both voted on 97,715 items in all.

Fidelity 2023-2024 · Dimensional 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 97,71590,5153,598 3,60296.2%94.7%
Board proposals 77,84871,4663,343 3,03995.5%94.0%
E&S shareholder proposals 4002494 14798.4%85.1%
Other items 19,46718,800251 41698.7%97.8%

Where they did not vote alike

Everything Voted differently Split votes

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

416 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.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityDimensional
WEG SA April 23, 2024 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
Shareholder Rights and Defenses
Other None Split
1 AGAINST, 11 ABSTAIN
ABSTAIN
3 funds
WEG SA April 23, 2024 Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder
Audit-related
Other None Split
11 FOR, 1 ABSTAIN
FOR
3 funds
WEICHAI POWER CO. LTD. May 10, 2024 Amend Articles of Association
Corporate Governance
Other For Split
1 FOR, 11 AGAINST
AGAINST
7 funds
WEICHAI POWER CO. LTD. May 10, 2024 Amend Rules of Procedure for General Meetings
Corporate Governance
Other For Split
1 FOR, 11 AGAINST
AGAINST
7 funds
WEICHAI POWER CO. LTD. May 10, 2024 Approve Change of Business Scope and Supplemental Amendments to the Articles of Association
Corporate Governance
Other For Split
10 FOR, 1 AGAINST
FOR
7 funds
WEICHAI POWER CO. LTD. May 10, 2024 Approve Financial Budget Report
Corporate Governance
Other For Split
10 FOR, 1 AGAINST
AGAINST
7 funds
WEST PHARMACEUTICAL SERVICES INC. April 23, 2024 Shareholder Proposal Entitled "Simple Majority Vote"
Corporate Governance
Other Against Split
30 FOR, 1 AGAINST
FOR
11 funds
WISDOMTREE INC. June 12, 2024 To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.
Shareholder Rights and Defenses
Other Contested Split
12 FOR, 2 AGAINST
AGAINST
15 funds
WORKDAY INC. June 18, 2024 To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation.
Corporate Governance
Other For Split
36 FOR, 13 AGAINST
AGAINST
10 funds
WULIANGYE YIBIN CO. LTD. June 28, 2024 Approve Financial Services Agreement
Corporate Governance
Other For Split
1 FOR, 6 AGAINST
AGAINST
5 funds
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting.
Compensation
Other Against Split
2 FOR, 14 AGAINST
FOR
20 funds
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting.
Corporate Governance
Other Against Split
3 FOR, 13 AGAINST
FOR
20 funds
YDUQS PARTICIPACOES SA April 26, 2024 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
Shareholder Rights and Defenses
Other None Split
4 AGAINST, 1 ABSTAIN
ABSTAIN
3 funds
YIFENG PHARMACY CHAIN CO. LTD. January 29, 2024 Amend Working System for Independent Directors
Corporate Governance
Other For Split
1 FOR, 5 AGAINST
AGAINST
5 funds
ZIPRECRUITER INC. June 11, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For Split
1 FOR, 10 AGAINST
AGAINST
12 funds
ZOETIS INC. May 22, 2024 Shareholder proposal regarding an improvement to our director resignation policy.
Corporate Governance
Other Against Split
20 FOR, 16 AGAINST
FOR
15 funds

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