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Dimensional vs AIG/SunAmerica: how alike they voted, 2024-2025

96.9% When both took a single position, they voted the same way on 96.9% of 47,185 items (45,706 the same, 1,479 different). 248 items where at least one of them split its funds are listed separately below. Both voted on 47,433 items in all.

Dimensional 2024-2025 · AIG/SunAmerica 2024-2025 · 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 47,43345,7061,479 24896.9%96.5%
Board proposals 39,96838,7711,149 4897.1%97.1%
E&S shareholder proposals 2561125 1300.8%2.1%
Other items 7,2096,934205 7097.1%96.4%

Where they did not vote alike

Everything Voted differently Split votes

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

248 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 recommendedDimensionalAIG/SunAmerica
PAYPAL HOLDINGS INC. June 5, 2025 Stockholder Proposal - Report on Charitable Giving.
Other Social Issues
Shareholder (E&S) Against AGAINST
9 funds
Split
1 AGAINST, 13 ABSTAIN
PEPSICO INC. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
ABSTAIN
19 funds
PEPSICO INC. May 7, 2025 Shareholder Proposal - Sustainable Packaging Policies for Plastics.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
ABSTAIN
19 funds
PPL CORP. May 16, 2025 Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets
Environment or Climate
Shareholder (E&S) Against AGAINST
9 funds
Split
1 AGAINST, 9 ABSTAIN
PROCTER & GAMBLE CO. October 8, 2024 Shareholder Proposal - Pay Gap Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 13 AGAINST
ABSTAIN
22 funds
PULTEGROUP INC. April 30, 2025 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 15 AGAINST
ABSTAIN
14 funds
QUALCOMM INC. March 18, 2025 Stockholder proposal entitled "Protect Retirement Benefits."
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
Split
1 AGAINST, 20 ABSTAIN
SKYWORKS SOLUTIONS INC. May 14, 2025 To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 17 AGAINST
ABSTAIN
5 funds
SONOCO PRODUCTS CO. April 16, 2025 Advisory (non-binding) shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 18 AGAINST
ABSTAIN
4 funds
STRYKER CORP. May 8, 2025 Shareholder Proposal to Support Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
1 AGAINST, 20 ABSTAIN
SYSCO CORP. November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 15 AGAINST
ABSTAIN
12 funds
TARGET CORP. June 11, 2025 Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
3 funds
Split
1 AGAINST, 10 ABSTAIN
TERADYNE May 9, 2025 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures.
Other Social Issues
Shareholder (E&S) Not determined Split
3 FOR, 11 AGAINST
ABSTAIN
7 funds
THE TIMKEN COMPANY May 2, 2025 Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 16 AGAINST
ABSTAIN
5 funds
THE TRAVELERS COMPANIES, INC. May 21, 2025 Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 17 AGAINST
Split
1 AGAINST, 17 ABSTAIN
THE WENDY'S COMPANY May 21, 2025 Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
ABSTAIN
6 funds
THE WENDY'S COMPANY May 21, 2025 Stockholder proposal regarding single-use plastics, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
ABSTAIN
6 funds
U.S. BANCORP April 15, 2025 A shareholder proposal regarding a report on board oversight of risks relating to discrimination.
Environment or Climate
Shareholder (E&S) Against AGAINST
17 funds
Split
1 AGAINST, 11 ABSTAIN
VERIZON COMMUNICATIONS INC. May 22, 2025 Climate lobbying alignment
Environment or Climate
Shareholder (E&S) Against AGAINST
19 funds
Split
1 AGAINST, 14 ABSTAIN
VERIZON COMMUNICATIONS INC. May 22, 2025 Discrimination in advertising services
Environment or Climate
Shareholder (E&S) Against AGAINST
19 funds
Split
1 AGAINST, 14 ABSTAIN
VERIZON COMMUNICATIONS INC. May 22, 2025 Lead-sheathed cable report
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 16 AGAINST
Split
1 AGAINST, 14 ABSTAIN
VISA INC. January 28, 2025 Shareholder proposal on gender-based compensation gaps and associated risks.
Environment or Climate
Shareholder (E&S) Against AGAINST
17 funds
Split
1 AGAINST, 22 ABSTAIN
VISA INC. January 28, 2025 Shareholder proposal on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against AGAINST
17 funds
Split
1 AGAINST, 22 ABSTAIN
VISA INC. January 28, 2025 Shareholder proposal requesting a report on policy on merchant category codes.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
17 funds
Split
1 AGAINST, 22 ABSTAIN
WALMART INC. June 5, 2025 Report on Reduction of Plastic Packaging and Recyclability Claims
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 6 AGAINST
ABSTAIN
18 funds
WELLS FARGO & CO. April 29, 2025 Shareholder Proposal - Energy Supply Ratio.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 15 AGAINST
ABSTAIN
21 funds
WOLVERINE WORLD WIDE INC. May 1, 2025 Shareholder proposal regarding greenhouse gas emissions disclosures and targets.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 9 AGAINST
ABSTAIN
2 funds
YUM! BRANDS INC. May 15, 2025 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
Split
1 AGAINST, 13 ABSTAIN
YUM! BRANDS INC. May 15, 2025 Shareholder Proposal Regarding Report on Faith-Based Employee Resource Groups.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
13 funds
Split
1 AGAINST, 13 ABSTAIN
YUM! BRANDS INC. May 15, 2025 Shareholder Proposal Regarding Workplace Safety Policies and Practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
13 funds
Split
1 AGAINST, 13 ABSTAIN
ABB LTD. March 27, 2025 Approve Sustainability Report (Non-Binding)
Corporate Governance
Other For FOR
3 funds
Split
1 FOR, 9 ABSTAIN
ACCIONA SA June 25, 2025 Approve Non-Financial Information Statement
Corporate Governance
Other For FOR
1 fund
Split
1 FOR, 2 ABSTAIN
AENA S.M.E. SA April 9, 2025 Advisory Vote on Company's 2024 Updated Report on Climate Action Plan
Environment or Climate
Other For AGAINST
11 funds
Split
1 FOR, 6 ABSTAIN
AENA S.M.E. SA April 9, 2025 Approve Non-Financial Information Statement
Corporate Governance
Other For FOR
11 funds
Split
1 FOR, 6 ABSTAIN
ALCON INC. May 6, 2025 Approve Non-Financial Report (Non-Binding)
Corporate Governance
Other For FOR
12 funds
Split
1 FOR, 5 ABSTAIN
AMADEUS IT GROUP SA June 3, 2025 Approve Non-Financial Information Statement
Corporate Governance
Other For FOR
6 funds
Split
1 FOR, 7 ABSTAIN
AMUNDI SA May 27, 2025 Approve Report on Progress of Company's Climate Transition Plan (Advisory)
Environment or Climate
Other For AGAINST
6 funds
Split
1 FOR, 4 ABSTAIN
APA GROUP October 24, 2024 Approve Climate Risk Safeguarding
Environment or Climate
Other Against AGAINST
7 funds
Split
1 AGAINST, 3 ABSTAIN
AVIVA PLC April 30, 2025 Approve Climate-Related Financial Disclosure
Environment or Climate
Other For AGAINST
10 funds
Split
1 FOR, 6 ABSTAIN
BALOISE HOLDING AG April 25, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
6 funds
Split
1 FOR, 2 ABSTAIN
BANCO DE SABADELL SA March 19, 2025 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
14 funds
Split
1 FOR, 4 ABSTAIN
BANK OF MONTREAL April 11, 2025 SP 5: Annual Energy Supply Ratio Disclosure
Environment or Climate
Other Against Split
2 FOR, 10 AGAINST
ABSTAIN
1 fund
BROOKFIELD CORP. June 6, 2025 Disclose Net Zero Target Achievement Via Transition Strategy Approach
Environment or Climate
Other Against Split
1 FOR, 2 AGAINST
AGAINST
3 funds
CAIXABANK SA April 10, 2025 Approve Non-Financial Information Statement
Other Social Issues
Other For FOR
11 funds
Split
1 FOR, 7 ABSTAIN
CANADIAN IMPERIAL BANK OF COMMERCE April 3, 2025 SP 1: Disclose the Corporation's Energy Supply Ratio Annually
Environment or Climate
Other Against Split
2 FOR, 10 AGAINST
ABSTAIN
1 fund
CANADIAN IMPERIAL BANK OF COMMERCE April 3, 2025 SP 6: Disclose Industry-Specific Carbon Risk Scoring/Transition Plans
Environment or Climate
Other Against Split
2 FOR, 10 AGAINST
ABSTAIN
1 fund
CELLNEX TELECOM SA May 8, 2025 Approve Non-Financial Information Statement
Corporate Governance
Other For FOR
7 funds
Split
1 FOR, 7 ABSTAIN
CHUBB LIMITED May 15, 2025 Approval of the Sustainability Report of Chubb Limited for the year ended December 31, 2024
Other Social Issues
Other For FOR
17 funds
Split
1 FOR, 14 ABSTAIN
CHUBB LIMITED May 15, 2025 Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented
Environment or Climate
Other Against Split
3 FOR, 14 AGAINST
Split
1 AGAINST, 14 ABSTAIN
DSM-FIRMENICH AG May 6, 2025 APPROVE SUSTAINABILITY REPORT
Other Social Issues
Other For FOR
9 funds
Split
1 FOR, 4 ABSTAIN
EMS-CHEMIE HOLDING AG August 10, 2024 Approve Non-Financial Report
Corporate Governance
Other For FOR
2 funds
Split
1 FOR, 3 ABSTAIN
EQUINOR ASA May 14, 2025 APPROVE ENERGY TRANSITION PLAN 2025
Environment or Climate
Other For AGAINST
14 funds
Split
1 FOR, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Assess if the Company's Planned Increase in Oil and Gas Production is Consistent with the Majority Shareholder Expectations
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Discontinue the Wind Power Business; Decommission All Wind Power Plants
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Gradual Divestment From All International Operations
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Identify and Manage Risks and Possibilities Regarding Climate and Integrate These in the Company's Strategy
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Present a Plan for How the Company will Reach the Paris Agreement Goals and Net-zero Emissions by 2050 and Terminate All Overseas Oil and Gas Projects
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Renew Green Aims, Avoid Further International Investment in Oil and Gas and Donate Billions to Ukraine
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Review Guidelines and Procedures for Human Rights Due Diligence Assessments
Human Rights or Human Capital/workforce
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Review Work Locations and Work Operations to Ensure that any Potentially Hazardous Conditions are Identified
Human Rights or Human Capital/workforce
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
EQUINOR ASA May 14, 2025 Withdrawal from All Offshore Wind Globally; Eliminate Management Bonuses
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 8 ABSTAIN
FAIRFAX FINANCIAL HOLDINGS LTD. April 10, 2025 Financed Emissions Disclosure
Environment or Climate
Other Against Split
1 FOR, 9 AGAINST
AGAINST
3 funds
FERROVIAL SE April 24, 2025 Approve Climate Strategy Report
Environment or Climate
Other For AGAINST
8 funds
Split
1 FOR, 5 ABSTAIN
GEBERIT AG April 16, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
6 funds
Split
1 FOR, 4 ABSTAIN
GIVAUDAN SA March 20, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
2 funds
Split
1 FOR, 7 ABSTAIN
GREAT-WEST LIFECO INC. May 8, 2025 Disclose Net Zero Target Achievement Via Specific Transition Plan Elements
Environment or Climate
Other Against Split
1 FOR, 6 AGAINST
AGAINST
4 funds
HOLCIM LTD. May 14, 2025 Approve Climate Report
Environment or Climate
Other For AGAINST
5 funds
Split
1 FOR, 9 ABSTAIN
HOLCIM LTD. May 14, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 9 ABSTAIN
INDUSTRIA DE DISENO TEXTIL SA July 9, 2024 Approve Non-Financial Information Statement
Corporate Governance
Other For FOR
4 funds
Split
1 FOR, 9 ABSTAIN
INFRASTRUTTURE WIRELESS ITALIANE SPA April 15, 2025 Approve Climate Transition Plan
Environment or Climate
Other For AGAINST
2 funds
Split
1 FOR, 3 ABSTAIN
JULIUS BAER GRUPPE AG April 10, 2025 Approve Sustainability Report
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 6 ABSTAIN
KUEHNE + NAGEL INTERNATIONAL AG May 7, 2025 APPROVE SUSTAINABILITY REPORT
Other Social Issues
Other For FOR
6 funds
Split
1 FOR, 2 ABSTAIN
LOBLAW COMPANIES LTD. May 6, 2025 SP 2: Report on Food Waste Generated and Percentage Diverted from Landfills
Environment or Climate
Other Against Split
1 FOR, 10 AGAINST
AGAINST
4 funds
LOGITECH INTERNATIONAL SA September 4, 2024 ADVISORY VOTE ON THE SWISS STATUTORY NON-FINANCIAL MATTERS REPORT FOR FISCAL YEAR 2024
Other Social Issues
Other For FOR
7 funds
Split
1 FOR, 4 ABSTAIN
LONZA GROUP AG May 9, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
4 funds
Split
1 FOR, 4 ABSTAIN
MITSUBISHI CORP. June 20, 2025 Amend Articles to Add Provision on Disclosure of Financial Impact resulting from Failure to Meet 1.5 Degree Celsius Target under the Paris Agreement
Environment or Climate
Other Against AGAINST
1 fund
Split
1 AGAINST, 9 ABSTAIN
MIZUHO FINANCIAL GROUP INC. June 24, 2025 Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans
Environment or Climate
Other Against AGAINST
1 fund
Split
1 AGAINST, 5 ABSTAIN
NATIONAL GRID PLC July 10, 2024 Approve Climate Transition Plan
Environment or Climate
Other For AGAINST
7 funds
Split
1 FOR, 10 ABSTAIN
NORDEA BANK ABP March 20, 2025 Approve Business Activities in Line with the Paris Agreement
Environment or Climate
Other Against AGAINST
14 funds
Split
1 AGAINST, 6 ABSTAIN
NOVARTIS AG March 7, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
6 funds
Split
1 FOR, 13 ABSTAIN
NOVO NORDISK A/S March 27, 2025 Approve Proposal Regarding Regulated Working Conditions at Construction Sites
Human Rights or Human Capital/workforce
Other Against AGAINST
13 funds
Split
1 AGAINST, 12 ABSTAIN
PARTNERS GROUP HOLDING AG May 21, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
6 funds
Split
1 FOR, 7 ABSTAIN
SANDOZ GROUP AG April 15, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 6 ABSTAIN
SCHINDLER HOLDING AG March 25, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
4 funds
Split
1 FOR, 4 ABSTAIN
SGS SA March 26, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 5 ABSTAIN
SIG GROUP AG April 8, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
6 funds
Split
1 FOR, 2 ABSTAIN
SIKA AG March 25, 2025 APPROVE SUSTAINABILITY REPORT
Other Social Issues
Other For FOR
4 funds
Split
1 FOR, 4 ABSTAIN
SSE PLC July 18, 2024 Approve Net Zero Transition Report
Environment or Climate
Other For AGAINST
10 funds
Split
1 FOR, 6 ABSTAIN
STRAUMANN HOLDING AG April 10, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
2 funds
Split
1 FOR, 4 ABSTAIN
SUMITOMO CORP. June 20, 2025 Amend Articles to Add Provision on Disclosure of Financial Impact resulting from Failure to Meet 1.5 Degree Celsius Target under the Paris Agreement
Environment or Climate
Other Against AGAINST
1 fund
Split
1 AGAINST, 9 ABSTAIN
SUMITOMO MITSUI FINANCIAL GROUP INC. June 27, 2025 Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans
Environment or Climate
Other Against AGAINST
1 fund
Split
1 AGAINST, 9 ABSTAIN
SWISS LIFE HOLDING AG May 14, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other For FOR
5 funds
Split
1 FOR, 3 ABSTAIN
SWISS PRIME SITE AG March 13, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
7 funds
Split
1 FOR, 2 ABSTAIN
SWISS RE AG April 11, 2025 APPROVE SUSTAINABILITY REPORT (NON-BINDING)
Other Social Issues
Other For FOR
5 funds
Split
1 FOR, 5 ABSTAIN
SWISSCOM AG March 26, 2025 Approve Non-Financial Report
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 3 ABSTAIN
TEMENOS May 13, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other Not determined FOR
3 funds
Split
1 FOR, 2 ABSTAIN
TORONTO-DOMINION BANK April 10, 2025 SP 1: Annual Energy Supply Ratio Disclosure
Environment or Climate
Other Against Split
2 FOR, 11 AGAINST
ABSTAIN
1 fund
VAT GP April 29, 2025 APPROVE NON-FINANCIAL REPORT
Other Social Issues
Other Not determined FOR
3 funds
Split
1 FOR, 2 ABSTAIN
WESTPAC BANKING CORP. December 13, 2024 Approve Transition Plan Assessments
Environment or Climate
Other Against AGAINST
10 funds
Split
1 AGAINST, 6 ABSTAIN
ZURICH INSURANCE GROUP AG April 9, 2025 APPROVE SUSTAINABILITY REPORT
Other Social Issues
Other For FOR
5 funds
Split
1 FOR, 11 ABSTAIN

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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.