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 |
|---|---|---|---|---|---|---|
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
Split 2 AGAINST, 1 ABSTAIN |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | FOR 19 funds |
Split 7 FOR, 1 ABSTAIN |
| UNION PACIFIC CORP. | May 8, 2025 | Shareholder proposal requesting an amended clawback policy if properly presented at the Annual Meeting. Compensation |
Other | Against | AGAINST 16 funds |
Split 3 FOR, 14 AGAINST, 1 ABSTAIN |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Internal Auditors' Remuneration Corporate Governance |
Other | None | FOR 6 funds |
Split 4 FOR, 1 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Remuneration of Directors Corporate Governance |
Other | None | FOR 6 funds |
Split 4 FOR, 1 AGAINST |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | Advisory vote on stockholder proposal regarding removal of the one-year stock ownership holding period required for stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 5 AGAINST, 3 ABSTAIN |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | FOR 18 funds |
Split 7 FOR, 1 AGAINST, 1 ABSTAIN |
| UNITED RENTALS INC. | May 8, 2025 | Stockholder Proposal to Improve Shareholder Written Consent Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 7 AGAINST, 2 ABSTAIN |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 12 AGAINST, 6 ABSTAIN |
| UNIVERSAL HEALTH SERVICES INC. | May 14, 2025 | Stockholder proposal to elect each director annually, if properly presented at the meeting Shareholder Rights and Defenses |
Other | Against | FOR 21 funds |
Split 6 FOR, 2 ABSTAIN |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | AGAINST 17 funds |
Split 8 FOR, 2 ABSTAIN |
| VAT GP | April 29, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | Not determined | FOR 3 funds |
Split 3 FOR, 1 ABSTAIN |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 2 FOR, 1 ABSTAIN |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 7 AGAINST, 3 ABSTAIN |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | FOR 13 funds |
Split 7 FOR, 3 ABSTAIN |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 6 FOR, 1 AGAINST |
| VERISK ANALYTICS INC. | May 20, 2025 | To limit certain liability of officers as permitted by Delaware law. Director Elections |
Other | For | FOR 16 funds |
Split 8 FOR, 4 ABSTAIN |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | FOR 12 funds |
Split 8 FOR, 1 AGAINST, 2 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | FOR 17 funds |
Split 2 FOR, 13 AGAINST, 8 ABSTAIN |
| VISTRA CORP. | April 30, 2025 | To approve an amendment to the Company's certificate of incorporation (as amended and restated, the "Restated Certificate of Incorporation") to provide for the exculpation of officers as permitted by Delaware Law. Director Elections |
Other | For | FOR 15 funds |
Split 10 FOR, 2 ABSTAIN |
| VISTRA CORP. | April 30, 2025 | To approve an amendment to the Restated Certificate of Incorporation to repeal provisions relating to the waiver of corporate opportunities in favor of former principal stockholders of the Company. Corporate Governance |
Other | For | FOR 15 funds |
Split 10 FOR, 2 ABSTAIN |
| VITAL FARMS INC. | June 11, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to reflect Delaware law provisions allowing for officer exculpation. Director Elections |
Other | For | FOR 2 funds |
Split 3 FOR, 1 ABSTAIN |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 3 funds |
Split 8 AGAINST, 3 ABSTAIN |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Approval of an amendment to the Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 10 funds |
Split 5 FOR, 2 ABSTAIN |
| WARNER BROS. DISCOVERY INC. | June 2, 2025 | To approve the Third Restated Certificate of Incorporation. Shareholder Rights and Defenses |
Other | For | FOR 9 funds |
Split 7 FOR, 3 ABSTAIN |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | FOR 10 funds |
Split 5 FOR, 1 AGAINST, 2 ABSTAIN |
| WESCO INTE | May 22, 2025 | Approve amendments to the Company's Restated Certificate of Incorporation to provide Stockholders with the right to request a special meeting of stockholders. Corporate Governance |
Other | Not determined | FOR 21 funds |
Split 9 FOR, 1 ABSTAIN |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | AGAINST 21 funds |
Split 5 FOR, 4 AGAINST, 1 ABSTAIN |
| WEST PHARMACEUTICAL SERVICES INC. | May 6, 2025 | Amend and Restate Our Amended and Restated Articles of Incorporation to Add a Right For Shareholders to call a Special Meeting. Shareholder Rights and Defenses |
Other | For | FOR 14 funds |
Split 9 FOR, 2 ABSTAIN |
| WESTPAC BANKING CORP. | December 13, 2024 | Approve Transition Plan Assessments Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 3 AGAINST, 1 ABSTAIN |
| WEX INC. | May 15, 2025 | To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | FOR 14 funds |
Split 3 FOR, 1 AGAINST, 1 ABSTAIN |
| WILDBRAIN LTD. | December 19, 2024 | The Undersigned Hereby Certifies that the Shares Represented by this Proxy are Owned and Controlled by a Canadian. Vote FOR = Yes and AGAINST = No. A Vote ABSTAIN will be treated as not voted. Other |
Other | None | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Salmon Sourcing Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 2 AGAINST, 1 ABSTAIN |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 2 FOR, 1 ABSTAIN |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of a proposal to authorize the Board to unilaterally amend the By-laws. Shareholder Rights and Defenses |
Other | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| XYLEM | May 13, 2025 | Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 5 FOR, 2 ABSTAIN |
| ZALANDO SE | May 27, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 6 funds |
Split 2 FOR, 3 AGAINST |
| ZIMMER BIO | May 29, 2025 | Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | Not determined | FOR 9 funds |
Split 7 FOR, 2 ABSTAIN |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 5 AGAINST, 4 ABSTAIN |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 5 funds |
Split 3 FOR, 2 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.