Home › Asset managers › Compare 2024-2025 › Dimensional vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Dimensional 2024-2025 · Brighthouse 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 72,369 | 59,836 | 1,008 | 11,525 | 98.3% | 93.4% |
| Board proposals | 62,476 | 50,927 | 917 | 10,632 | 98.2% | 93.1% |
| E&S shareholder proposals | 255 | 1 | 2 | 252 | 33.3% | 41.4% |
| Other items | 9,638 | 8,908 | 89 | 641 | 99.0% | 96.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
641 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 | Brighthouse |
|---|---|---|---|---|---|---|
| CONCENTRIX | October 28, 2024 | Approval to adjourn the Special Meeting to solicit additional proxies, if there are insufficient proxies at the Special Meeting to approve either of the foregoing proposals. Corporate Governance |
Other | Not determined | AGAINST 18 funds |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| CONCENTRIX CORP. | March 25, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to permit stockholders owning at least 25% of our common stock to call a special meeting of stockholders. Corporate Governance |
Other | For | FOR 14 funds |
Split 2 FOR, 2 ABSTAIN |
| CONTINENTAL AG | April 25, 2025 | Approve Discharge of Supervisory Board Member Dirk Nordmann for Fiscal Year 2024 Director Elections |
Other | For | AGAINST 15 funds |
Split 2 FOR, 2 AGAINST |
| CONTINENTAL AG | April 25, 2025 | Approve Discharge of Supervisory Board Member Rolf Nonnenmacher for Fiscal Year 2024 Director Elections |
Other | For | AGAINST 15 funds |
Split 2 FOR, 2 AGAINST |
| CONTINENTAL AG | April 25, 2025 | Approve Discharge of Supervisory Board Member Wolfgang Reitzle for Fiscal Year 2024 Director Elections |
Other | For | AGAINST 15 funds |
Split 2 FOR, 2 AGAINST |
| COOPER COMPANIES INC. | April 2, 2025 | Approve an amendment to our Second Restated Certificate of Incorporation to provide for the exculpation of officers. Director Elections |
Other | For | FOR 16 funds |
Split 7 FOR, 1 AGAINST, 1 ABSTAIN |
| CORPAY INC. | June 11, 2025 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| COVESTRO AG | April 17, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 13 funds |
Split 1 FOR, 2 AGAINST |
| CUMMINS INC. | May 13, 2025 | The shareholder proposal regarding an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 6 FOR, 3 AGAINST, 5 ABSTAIN |
| CVS HEALTH CORP. | May 15, 2025 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| DAIMLER TRUCK HOLDING AG | May 27, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2030 Corporate Governance |
Other | For | FOR 8 funds |
Split 2 FOR, 2 AGAINST |
| DANA INC. | April 24, 2025 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| DATADOG | June 3, 2025 | To approve the amendment and restatement of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make additional non-substantive and clarifying changes. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | FOR 14 funds |
Split 5 FOR, 1 ABSTAIN |
| DELTA AIR LINES INC. | June 19, 2025 | A shareholder proposal requesting the ability for shareholders to act by written consent. Corporate Governance |
Other | Against | AGAINST 2 funds |
Split 5 FOR, 5 ABSTAIN |
| DENNY'S CO. | May 14, 2025 | A proposal that asks the Board of Directors to take the steps necessary to amend the governing documents to give shareholders with an aggregate of at least 15% of outstanding common stock the power to call special meetings of stockholders. Corporate Governance |
Other | Not determined | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| DEUTSCHE BOERSE | May 14, 2025 | APPROVE DISCHARGE OF MANAGEMENT BOARD FOR FISCAL YEAR 2024 Corporate Governance |
Other | Not determined | FOR 13 funds |
Split 6 FOR, 1 ABSTAIN |
| DEUTSCHE LUFTHANSA AG | May 6, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 10 funds |
Split 1 FOR, 2 AGAINST |
| DEVON ENERGY CORP. | June 4, 2025 | Stockholder Proposal for Support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 6 AGAINST, 5 ABSTAIN |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | Stockholder proposal regarding certain executive severance arrangements. Corporate Governance |
Other | Against | FOR 15 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make an additional non-substantive and clarifying change. Director Elections |
Other | For | FOR 5 funds |
Split 2 FOR, 2 ABSTAIN |
| DISCOVER FINANCIAL SERVICES | February 18, 2025 | Approval of one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of adopting the merger agreement. Corporate Governance |
Other | For | FOR 19 funds |
Split 7 FOR, 2 ABSTAIN |
| DOLBY LABORATORIES INC. | February 4, 2025 | Amendment of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | AGAINST 14 funds |
Split 3 AGAINST, 2 ABSTAIN |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to remove the one-year holding period requirement to call a special shareholders' meeting. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 5 AGAINST, 1 ABSTAIN |
| DOMINO'S PIZZA INC. | April 23, 2025 | Shareholder proposal regarding shareholder right to call a special meeting at a 15% threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
Split 8 FOR, 2 AGAINST, 2 ABSTAIN |
| DOORDASH INC. | June 24, 2025 | The approval of an amendment to our amended and restated certificate of incorporation to reflect certain Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | AGAINST 1 fund |
Split 1 FOR, 6 AGAINST, 6 ABSTAIN |
| DOVER CORP. | May 2, 2025 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 6 FOR, 1 AGAINST, 3 ABSTAIN |
| DSM-FIRMENICH AG | May 6, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 9 funds |
Split 2 FOR, 1 ABSTAIN |
| DT MIDSTREAM INC. | May 6, 2025 | Stockholder Proposal to Support Shareholder Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 2 FOR, 1 ABSTAIN |
| DTE ENERGY CO. | May 8, 2025 | Vote on a shareholder proposal relating to elimination of the holding period for shares required to call a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 5 AGAINST, 2 ABSTAIN |
| DUKE ENERGY CORP. | May 1, 2025 | Shareholder proposal regarding support simple majority vote Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 8 FOR, 1 ABSTAIN |
| DYNATRACE INC. | August 23, 2024 | Approve an amendment to the Amended and Restated Certificate of Incorporation of Dynatrace, Inc. to limit the liability of certain officers in certain circumstances as permitted pursuant to amendments to Delaware law. Director Elections |
Other | For | FOR 11 funds |
Split 5 FOR, 3 ABSTAIN |
| E.L.F. BEAUTY INC. | August 22, 2024 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 13 funds |
Split 8 FOR, 3 AGAINST, 1 ABSTAIN |
| E.ON SE | May 15, 2025 | Approve Virtual-Only Shareholder Meetings Until 2027 Corporate Governance |
Other | For | FOR 15 funds |
Split 2 FOR, 4 AGAINST |
| EAGLE MATE | August 1, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to allow for officer exculpation. Corporate Governance |
Other | Not determined | FOR 10 funds |
Split 5 FOR, 2 AGAINST, 1 ABSTAIN |
| ECOLAB | May 8, 2025 | Approve amendment to the Ecolab Inc. Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 14 funds |
Split 8 FOR, 4 ABSTAIN |
| EDISON INTERNATIONAL | April 24, 2025 | Shareholder Proposal Regarding Shareholder Approval of Certain Severance Pay Arrangements Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 8 AGAINST, 2 ABSTAIN |
| EDP RENOVAVEIS SA | April 3, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 14 funds |
Split 2 FOR, 1 ABSTAIN |
| EMS-CHEMIE HOLDING AG | August 10, 2024 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| ENDESA SA | April 29, 2025 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
Split 3 FOR, 1 ABSTAIN |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 15 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ENGIE SA | April 24, 2025 | Approve Company's Climate Transition Plan Environment or Climate |
Other | For | AGAINST 11 funds |
Split 3 FOR, 2 ABSTAIN |
| ENSTAR GRO | November 6, 2024 | To approve an adjournment of the Special Meeting, from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to approve the Merger Agreement and the Mergers. Corporate Governance |
Other | Not determined | FOR 19 funds |
Split 3 FOR, 1 AGAINST |
| ENTEGRIS INC. | April 23, 2025 | Stockholder Proposal Regarding Simple Majority Voting. Corporate Governance |
Other | None | FOR 16 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| ENVESTNET INC. | September 24, 2024 | To approve an adjournment of the Special Meeting, from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal or in the absence of a quorum. Corporate Governance |
Other | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| EPAM SYSTEMS INC. | May 22, 2025 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Corporate Governance |
Other | Against | FOR 15 funds |
Split 6 FOR, 1 AGAINST, 2 ABSTAIN |
| EQT CORP. | July 18, 2024 | a proposal to approve one or more adjournments of the EQT Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Share Issuance Proposal and the Articles Amendment Proposal (the "EQT Adjournment Proposal"). Corporate Governance |
Other | For | FOR 14 funds |
Split 3 FOR, 2 AGAINST, 1 ABSTAIN |
| EQT CORP. | April 16, 2025 | Approval of an amendment to the EQT Corporation's Bylaws to reflect Pennsylvania law provisions regarding officer exculpation Corporate Governance |
Other | For | FOR 15 funds |
Split 8 FOR, 1 AGAINST |
| EQUINIX INC. | May 21, 2025 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to written consent of stockholders Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST, 4 ABSTAIN |
| EQUINOR ASA | May 14, 2025 | APPROVE ENERGY TRANSITION PLAN 2025 Environment or Climate |
Other | For | AGAINST 14 funds |
Split 3 FOR, 2 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 3 AGAINST, 2 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 3 AGAINST, 2 ABSTAIN |
| EQUINOR ASA | May 14, 2025 | Gradual Divestment From All International Operations Environment or Climate |
Other | Against | AGAINST 14 funds |
Split 3 AGAINST, 2 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 3 AGAINST, 2 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 3 AGAINST, 2 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 3 AGAINST, 2 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 2 AGAINST, 3 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 3 AGAINST, 2 ABSTAIN |
| EQUINOR ASA | May 14, 2025 | Withdrawal from All Offshore Wind Globally; Eliminate Management Bonuses Environment or Climate |
Other | Against | AGAINST 14 funds |
Split 3 AGAINST, 2 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Amendments to the Company's Certificate of Incorporation and By-laws to create a stockholder right to call a special meeting. Corporate Governance |
Other | For | FOR 16 funds |
Split 8 FOR, 1 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Amendments to the Company's Certificate of Incorporation to limit the liability of certain officers of the Company, as permitted by Delaware law. Director Elections |
Other | For | FOR 16 funds |
Split 8 FOR, 1 ABSTAIN |
| EQUITABLE HOLDINGS INC. | May 21, 2025 | Vote on a stockholder proposal regarding stockholders' ability to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 4 FOR, 2 AGAINST |
| EQUITRANS MIDSTREAM CORP. | July 18, 2024 | Approval of the adjournment of the special meeting of shareholders of the Company (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | FOR 10 funds |
Split 6 FOR, 1 ABSTAIN |
| EUROFINS SCIENTIFIC SE | April 24, 2025 | APPROVE DISCHARGE OF DIRECTORS Director Elections |
Other | For | AGAINST 8 funds |
Split 2 FOR, 2 AGAINST |
| EVEREST GROUP LTD. | May 14, 2025 | To approve amendments to the Everest Group, Ltd. Bye-Laws (as described in the Proxy Statement). Corporate Governance |
Other | For | FOR 21 funds |
Split 8 FOR, 2 ABSTAIN |
| EVERSOURCE ENERGY | May 1, 2025 | Approve proposed amendments to our Declaration of Trust to eliminate supermajority voting requirements and allow virtual annual meetings of shareholders. Corporate Governance |
Other | For | FOR 12 funds |
Split 6 FOR, 2 ABSTAIN |
| EVERSOURCE ENERGY | May 1, 2025 | Vote on a shareholder proposal titled "Support an Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
Split 6 FOR, 2 ABSTAIN |
| EXACT SCIENCES CORP. | June 12, 2025 | To vote on a shareholder proposal concerning the adoption of a director election resignation governance policy, if properly presented. Corporate Governance |
Other | Against | FOR 1 fund |
Split 1 FOR, 3 AGAINST, 1 ABSTAIN |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a stockholder proposal, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
Split 7 FOR, 4 ABSTAIN |
| FAIRFAX FINANCIAL HOLDINGS LTD. | April 10, 2025 | Financed Emissions Disclosure Environment or Climate |
Other | Against | Split 1 FOR, 9 AGAINST |
AGAINST 1 fund |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | AGAINST 6 funds |
Split 3 AGAINST, 1 ABSTAIN |
| FEDEX CORP. | September 23, 2024 | Approval of an amendment to the Third Amended and Restated Certificate of Incorporation of FedEx Corporation to limit liability of certain officers as permitted by law. Director Elections |
Other | For | FOR 17 funds |
Split 4 FOR, 1 AGAINST, 2 ABSTAIN |
| FEDEX CORP. | September 23, 2024 | Approval of an amendment to the Third Restated Certificate of Incorporation of Federal Express Corporation to remove the "pass-through voting" provision that requires the approval of FedEx Corporation's stockholders in addition to the approval of FedEx Corporation, as sole stockholder, in order for Federal Express Corporation to take certain actions. Shareholder Rights and Defenses |
Other | For | FOR 17 funds |
Split 5 FOR, 2 ABSTAIN |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding shareholder input on bylaw amendments. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| FERROVIAL SE | April 24, 2025 | Approve Climate Strategy Report Environment or Climate |
Other | For | AGAINST 8 funds |
Split 2 FOR, 1 ABSTAIN |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of a shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | None | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 20 funds |
Split 2 FOR, 1 ABSTAIN |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | To vote on a non-binding stockholder proposal requesting simple majority voting requirements, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 20 funds |
Split 2 FOR, 1 ABSTAIN |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve one or more adjournments of the FLIC special meeting, if necessary or appropriate, to permit further solicitation of proxies if there are insufficient votes at the time of the special meeting, or at an adjournment or postponement of that meeting, to approve the merger proposal. Corporate Governance |
Other | For | FOR 19 funds |
Split 1 FOR, 1 ABSTAIN |
| FIRST SOLAR INC. | May 14, 2025 | Stockholder proposal to adopt a special shareholder meeting improvement Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST, 2 ABSTAIN |
| FISERV INC. | May 14, 2025 | Shareholder proposal requesting amendments to the Fiserv, Inc. Compensation Recoupment Policy. Compensation |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 9 AGAINST, 3 ABSTAIN |
| FLOOR & DECOR HOLDINGS | May 7, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 9 FOR, 3 AGAINST, 2 ABSTAIN |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to allow stockholders holding 25% or more of the Company's common stock to cause the Company to call a special meeting of stockholders. Corporate Governance |
Other | For | FOR 15 funds |
Split 12 FOR, 2 ABSTAIN |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to eliminate legacy classified board provisions that no longer apply. Corporate Governance |
Other | For | FOR 15 funds |
Split 12 FOR, 2 ABSTAIN |
| FLOOR & DECOR HOLDINGS INC. | May 7, 2025 | Approve an amendment to the Company's Certificate of Incorporation to provide for exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | FOR 15 funds |
Split 11 FOR, 1 AGAINST, 2 ABSTAIN |
| FLOWERS FOODS INC. | May 22, 2025 | Shareholder Proposal to Adopt a Policy for an Independent Board Chair, if Properly Presented. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 2 FOR, 1 ABSTAIN |
| FLOWSERVE CORP. | May 16, 2025 | Shareholder Proposal requesting the elimination of the one-year holding period requirement to call a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 3 AGAINST, 4 ABSTAIN |
| FMC CORP. | April 29, 2025 | Vote on an advisory management proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | FOR 19 funds |
Split 5 FOR, 4 ABSTAIN |
| FMC CORP. | April 29, 2025 | Vote on an advisory stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 19 funds |
Split 8 FOR, 1 ABSTAIN |
| FORD MOTOR CO. | May 8, 2025 | Approval of the Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
Split 4 FOR, 1 AGAINST |
| FORTINET INC. | June 13, 2025 | Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 8 FOR, 1 AGAINST, 7 ABSTAIN |
| FORTIVE CORP. | June 3, 2025 | To act upon a shareholder proposal to amend Fortive's governing documents to reduce the ownership requirement for shareholders to call a special meeting from 25% of Fortive's common stock to 10%. Corporate Governance |
Other | Against | AGAINST 9 funds |
Split 6 FOR, 2 AGAINST, 2 ABSTAIN |
| FORTUNE BRANDS INNOVATIONS INC. | May 14, 2025 | If properly presented, a stockholder proposal to eliminate supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | FOR 18 funds |
Split 6 FOR, 1 ABSTAIN |
| FRONTIER COMMUNICATIONS PARENT INC. | November 13, 2024 | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | FOR 17 funds |
Split 2 FOR, 2 ABSTAIN |
| GARMIN LTD | June 6, 2025 | Advisory vote on the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | FOR 9 funds |
Split 5 FOR, 7 ABSTAIN |
| GARMIN LTD | June 6, 2025 | Approval of Garmin's 2024 Annual Report, including the consolidated financial statements of Garmin for the fiscal year ended December 28, 2024 and the statutory financial statements of Garmin for the fiscal year ended December 28, 2024 Other |
Other | For | FOR 9 funds |
Split 8 FOR, 4 ABSTAIN |
| GARMIN LTD | June 6, 2025 | Discharge of the members of the Board of Directors and the Executive Management from liability for the fiscal year ended December 28, 2024 Corporate Governance |
Other | For | FOR 9 funds |
Split 8 FOR, 4 ABSTAIN |
| GARMIN LTD | June 6, 2025 | Re-election of Wuersch & Gering LLP as independent voting rights representative Corporate Governance |
Other | For | FOR 9 funds |
Split 8 FOR, 4 ABSTAIN |
| GE AEROSPACE | May 6, 2025 | Shareholder Proposal Requesting Vote on Severance Payments Corporate Governance |
Other | Against | AGAINST 10 funds |
Split 9 AGAINST, 2 ABSTAIN |
| GE HEALTHCARE TECHNOLOGIES INC. | May 28, 2025 | Stockholder proposal regarding stockholder ratification of certain termination pay arrangements, if properly presented. Compensation |
Other | Against | AGAINST 8 funds |
Split 8 AGAINST, 4 ABSTAIN |
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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.