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Dimensional vs Charles Schwab: how alike they voted, 2025-2026

90.9% When both took a single position, they voted the same way on 90.9% of 14,351 items (13,039 the same, 1,312 different). 55 items where at least one of them split its funds are listed separately below. Both voted on 14,406 items in all.

Dimensional 2025-2026 · Charles Schwab 2025-2026 · 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 14,40613,0391,312 5590.9%90.8%
Board proposals 13,50812,2351,252 2190.7%90.7%
E&S shareholder proposals 1541191 3499.2%96.1%
Other items 74468559 092.1%92.1%

Where they did not vote alike

Everything Voted differently Split votes

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

1,367 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 recommendedDimensionalCharles Schwab
PILGRIM'S PRIDE CORPORATION April 29, 2026 A stockholder proposal to provide a political spending disclosure.
Other Social Issues
Shareholder (E&S) Against AGAINST
6 funds
FOR
12 funds
AKAMAI TECHNOLOGIES, INC. May 13, 2026 To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8).
Corporate Governance
Other For AGAINST
7 funds
FOR
14 funds
ALIGN TECHNOLOGY, INC. May 20, 2026 Ratification of Special Meeting Provision in our Bylaws
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
14 funds
ALTIMMUNE INC. September 25, 2025 Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals.
Corporate Governance
Other For AGAINST
4 funds
FOR
2 funds
ALTIMMUNE INC. April 16, 2026 Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals.
Corporate Governance
Other For FOR
5 funds
AGAINST
2 funds
AMERISAFE, INC. June 10, 2026 Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation.
Director Elections
Other For AGAINST
5 funds
FOR
8 funds
ARQ, INC. June 10, 2026 To approve the Ninth Amendment to the Company's Tax Asset Protection Plan.
Shareholder Rights and Defenses
Other For AGAINST
5 funds
FOR
1 fund
AUTODESK, INC. June 17, 2026 Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law.
Director Elections
Other For FOR
5 funds
AGAINST
12 funds
BAKKT HOLDINGS, INC. October 31, 2025 To approve the Adjournment Proposal.
Corporate Governance
Other For FOR
1 fund
AGAINST
2 funds
BEAZER HOMES USA, INC. February 5, 2026 Ratification of the Rights Agreement for the Protection of NOLs and Energy-Efficiency Tax Credits.
Shareholder Rights and Defenses
Other For AGAINST
9 funds
FOR
7 funds
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against AGAINST
6 funds
FOR
13 funds
BLUE BIRD CORPORATION March 11, 2026 To approve an amendment to our certificate of incorporation to provide for limitation of liability of certain officers for certain breaches of fiduciary duty as permitted under Delaware law.
Director Elections
Other For FOR
7 funds
AGAINST
5 funds
CARIBOU BIOSCIENCES, INC. June 17, 2026 To approve the adjournment of the 2026 Annual Meeting to a later date or dates, if necessary, to permit further solicitation and voting of proxies in the event there are not sufficient votes in favor of proposal 3 above or if there are not sufficient shares present to establish a quorum.
Corporate Governance
Other For FOR
2 funds
AGAINST
3 funds
CENTERPOINT ENERGY, INC. April 16, 2026 Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates.
Director Elections
Other For AGAINST
4 funds
FOR
13 funds
CENTRUS ENERGY CORP. June 18, 2026 To approve an amendment to the Section 382 Rights Agreement, as amended.
Shareholder Rights and Defenses
Other For AGAINST
4 funds
FOR
4 funds
CF INDUSTRIES HOLDINGS, INC. April 28, 2026 Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.
Compensation
Other Against FOR
8 funds
AGAINST
15 funds
CLEAR SECURE, INC. June 10, 2026 Approval of an amendment to our Certificate of Incorporation to clarify the officer exculpation provision.
Corporate Governance
Other For FOR
4 funds
AGAINST
4 funds
CLEARWATER PAPER CORPORATION May 7, 2026 Approve the amendment to the Amended and Restated Bylaws of Clearwater Paper Corporation to add a forum selection provision.
Shareholder Rights and Defenses
Other For FOR
7 funds
AGAINST
7 funds
CMS ENERGY CORPORATION May 8, 2026 Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.
Shareholder Rights and Defenses
Other Against FOR
4 funds
AGAINST
13 funds
COLUMBIA SPORTSWEAR COMPANY June 10, 2026 Shareholder proposal regarding proxy access.
Shareholder Rights and Defenses
Other Against FOR
7 funds
AGAINST
8 funds
CROWDSTRIKE HOLDINGS, INC. June 17, 2026 To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law.
Director Elections
Other For FOR
4 funds
AGAINST
13 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers.
Say-on-Pay
Other For ABSTAIN
7 funds
FOR
5 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Austin Hawley
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Diane C. Nordin
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Gordon B. Fowler
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Heather E. Brilliant
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Nicole R. St. Pierre
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Paula R. Meyer
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Election of the nominees named below as directors: Richard S. Cooley
Director Elections
Other For ABSTAIN
7 funds
FOR
4 funds
DIAMOND HILL INVESTMENT GROUP, INC. May 28, 2026 Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Audit-related
Other For ABSTAIN
7 funds
FOR
4 funds
DOLLAR GENERAL CORPORATION May 28, 2026 To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months.
Corporate Governance
Other Against AGAINST
7 funds
FOR
13 funds
DOMINO'S PIZZA, INC. April 21, 2026 Shareholder proposal regarding departure of directors who fail to obtain a majority vote.
Director Elections
Other Against AGAINST
5 funds
FOR
14 funds
DROPBOX, INC. May 21, 2026 To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes.
Corporate Governance
Other For FOR
5 funds
AGAINST
12 funds
EDISON INTERNATIONAL April 23, 2026 Shareholder Proposal Regarding Retention of Equity
Compensation
Other Against FOR
5 funds
AGAINST
13 funds
ENVELA CORPORATION June 24, 2026 To approve the adjournment of the annual meeting, if necessary, to solicit additional proxies in favor of proposals 1 through 2.
Corporate Governance
Other For AGAINST
3 funds
FOR
2 funds
Epsilon Energy Ltd. November 12, 2025 To adjourn the 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 the approval of the Share Issuance Proposal (the "Adjournment Proposal").
Corporate Governance
Other For AGAINST
7 funds
FOR
2 funds
GENCO SHIPPING & TRADING LIMITED June 18, 2026 Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date.
Shareholder Rights and Defenses
Other Contested AGAINST
7 funds
FOR
7 funds
HUMANA INC. April 16, 2026 The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.
Compensation
Other Against FOR
7 funds
AGAINST
13 funds
INTERNATIONAL SEAWAYS, INC. June 8, 2026 Ratification of the Second Amended and Restated Rights Agreement.
Shareholder Rights and Defenses
Other For AGAINST
7 funds
FOR
7 funds
KKR & CO. INC. May 21, 2026 An amendment to the Existing Charter to grant the Board the sole authority to fill board vacancies and newly created directorships.
Corporate Governance
Other For AGAINST
5 funds
FOR
14 funds
KKR & CO. INC. May 21, 2026 Other amendments to the Existing Charter to modernize and streamline the Existing Charter.
Corporate Governance
Other For AGAINST
5 funds
FOR
14 funds
KKR & CO. INC. May 21, 2026 The adjournment of the Special Meeting, from time to time, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes in favor of any of the amendments to the Existing Charter.
Corporate Governance
Other For AGAINST
5 funds
FOR
14 funds
LIPOCINE INC. June 3, 2026 Proposal to approve the adjournment of the Annual Meeting, if necessary, to continue to solicit votes in favor of the foregoing proposals.
Corporate Governance
Other For AGAINST
2 funds
FOR
1 fund
MARKEL GROUP INC. May 20, 2026 Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks.
Environment or Climate
Other Against FOR
6 funds
AGAINST
12 funds
MKS INC. May 11, 2026 The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%.
Corporate Governance
Other For FOR
7 funds
ABSTAIN
11 funds
OSHKOSH CORPORATION May 5, 2026 To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote.
Corporate Governance
Other Against AGAINST
9 funds
FOR
11 funds
OTTER TAIL CORPORATION April 13, 2026 To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision.
Shareholder Rights and Defenses
Other For FOR
5 funds
AGAINST
7 funds
RB GLOBAL INC April 30, 2026 Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement.
Corporate Governance
Other Against FOR
4 funds
AGAINST
13 funds
REGIONS FINANCIAL CORPORATION May 6, 2026 Vote on amendment to Certificate of Incorporation to limit certain liability of officers as permitted by Delaware Law.
Director Elections
Other For FOR
7 funds
AGAINST
14 funds
REVVITY, INC. April 28, 2026 To approve the shareholder proposal regarding Executives to Retain Significant Stock.
Compensation
Other Against FOR
10 funds
AGAINST
14 funds
ROOT, INC. June 3, 2026 To approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to allow for exculpation of certain officers.
Director Elections
Other For AGAINST
4 funds
FOR
4 funds
SERVICE CORPORATION INTERNATIONAL May 6, 2026 To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law.
Director Elections
Other For AGAINST
6 funds
FOR
12 funds
TESLA, INC. November 6, 2025 A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Corporate Governance
Other Against AGAINST
5 funds
FOR
13 funds
TETRA TECHNOLOGIES, INC. May 22, 2026 Ratification of Amendment No. 1 to our Tax Benefits Preservation Plan.
Shareholder Rights and Defenses
Other For AGAINST
7 funds
FOR
4 funds
TRICO BANCSHARES May 21, 2026 Amendment to the Company's Bylaws to eliminate cumulative voting rights.
Shareholder Rights and Defenses
Other For AGAINST
8 funds
FOR
7 funds
ULTA BEAUTY, INC. June 9, 2026 To approve an amendment to our Certificate of Incorporation, as amended, to add specified forum selection provisions.
Shareholder Rights and Defenses
Other For FOR
6 funds
AGAINST
14 funds
UNITED RENTALS, INC. May 8, 2026 Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote
Corporate Governance
Other Against AGAINST
8 funds
FOR
13 funds
VIPER ENERGY, INC. May 19, 2026 The approval of an amendment to the Company's certificate of incorporation to provide that stockholders holding at least 20% of the voting power, determined on a net long basis, continuously for at least one year, may call special meetings of stockholders, and other immaterial changes.
Shareholder Rights and Defenses
Other For FOR
4 funds
AGAINST
7 funds
WEC ENERGY GROUP, INC. May 7, 2026 Stockholder proposal to govern by majority vote
Shareholder Rights and Defenses
Other Against FOR
4 funds
AGAINST
14 funds
WELLS FARGO & COMPANY April 28, 2026 Shareholder Proposal - Govern by Majority Vote.
Shareholder Rights and Defenses
Other Against FOR
7 funds
AGAINST
12 funds
1-800-FLOWERS.COM, INC. December 10, 2025 To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares.
Compensation
Board For AGAINST
8 funds
FOR
6 funds
1ST SOURCE CORPORATION April 23, 2026 Election of Directors for terms expiring April 2029: Timothy K. Ozark
Director Elections
Board For AGAINST
9 funds
FOR
5 funds
1ST SOURCE CORPORATION April 23, 2026 Election of Directors for terms expiring April 2029: Todd F. Schurz
Director Elections
Board For AGAINST
9 funds
FOR
5 funds
3D SYSTEMS CORPORATION May 14, 2026 The approval of the amendment and restatement of the 2015 Incentive Plan to increase the number of shares reserved for issuance thereunder by 4,000,000 shares and to extend the term until 2036.
Compensation
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Charles G. McClure, Jr.
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Claudia N. Drayton
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Jeffrey A. Graves
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Jim D. Kever
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: John J. Tracy
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Kevin S. Moore
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Malissia R. Clinton
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Thomas W. Erickson
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
3D SYSTEMS CORPORATION May 14, 2026 The election of the nine directors named in the accompanying Proxy Statement: Vasant Padmanabhan
Director Elections
Board For AGAINST
5 funds
FOR
4 funds
908 DEVICES INC June 11, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
4 funds
FOR
5 funds
A10 NETWORKS, INC. April 22, 2026 To approve, on an advisory and non-binding basis, the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
8 funds
FOR
5 funds
ABEONA THERAPEUTICS INC. June 12, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
2 funds
FOR
3 funds
ABM Industries Incorporated March 25, 2026 Election of twelve director nominees to serve one-year terms: Art A. Garcia
Director Elections
Board For AGAINST
9 funds
FOR
7 funds
ACADIA HEALTHCARE COMPANY, INC. May 6, 2026 Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement.
Say-on-Pay
Board For AGAINST
5 funds
FOR
9 funds
ACADIAN ASSET MANAGEMENT INC. June 11, 2026 Election of Directors: Andrew Kim
Director Elections
Board For FOR
4 funds
AGAINST
8 funds
ACCENDRA HEALTH, INC. May 14, 2026 Non-Binding advisory vote to approve the compensation of the Company's named executive officers.
Say-on-Pay
Board For AGAINST
7 funds
FOR
8 funds
ACLARIS THERAPEUTICS, INC. June 4, 2026 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying the proxy card.
Say-on-Pay
Board For AGAINST
4 funds
FOR
3 funds
ACM Research, Inc. June 10, 2026 Election of Directors: David H. Wang
Director Elections
Board For WITHHOLD
8 funds
FOR
5 funds
ACM Research, Inc. June 10, 2026 Election of Directors: Tracy Liu
Director Elections
Board For WITHHOLD
8 funds
FOR
5 funds
ACME UNITED CORPORATION April 27, 2026 Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the Proxy Statement.
Compensation
Board For AGAINST
8 funds
FOR
2 funds
ACNB CORPORATION May 5, 2026 To elect four (4) Class 3 directors to serve for terms of three (3) years and until their successors are elected and qualified. Kimberly S. Chaney
Director Elections
Board For AGAINST
7 funds
FOR
2 funds
ADAPTIVE BIOTECHNOLOGIES CORPORATION June 5, 2026 To elect two Class I director nominees to serve on the board of directors of Adaptive Biotechnologies Corporation for a three-year term expiring at the 2029 annual meeting of shareholders. Robert Hershberg, PhD, MD
Director Elections
Board For WITHHOLD
2 funds
FOR
5 funds
ADT Inc. May 27, 2026 Election of Directors To be elected for terms expiring in 2027: Danielle Tiedt
Director Elections
Board For WITHHOLD
8 funds
FOR
13 funds
ADTALEM GLOBAL EDUCATION INC. November 12, 2025 Say-on-pay: Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
10 funds
FOR
10 funds
ADTRAN Holdings, Inc. July 24, 2025 Election of Directors: Balan Nair
Director Elections
Board For FOR
9 funds
AGAINST
5 funds
ADVANCED ENERGY INDUSTRIES, INC. May 7, 2026 Approval of the amendment and restatement of the Amended and Restated 2023 Omnibus Incentive Plan;
Compensation
Board For AGAINST
6 funds
FOR
10 funds
ADVANTAGE SOLUTIONS INC. May 27, 2026 To elect four Class III directors from the nominees described in the proxy statement; Tiffany Han
Director Elections
Board For WITHHOLD
4 funds
FOR
5 funds
AEHR TEST SYSTEMS October 20, 2025 Proposal to approve an amendment to the Company's 2023 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by an additional 2,500,000 shares of common stock
Compensation
Board For AGAINST
3 funds
FOR
4 funds
AEHR TEST SYSTEMS October 20, 2025 Proposal to approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers
Say-on-Pay
Board For AGAINST
4 funds
FOR
5 funds
AERSALE CORPORATION June 11, 2026 Approval of the redomestication of the Company from Delaware to Texas by conversion.
Extraordinary Transactions
Board For AGAINST
5 funds
FOR
2 funds
AERSALE CORPORATION June 11, 2026 Approval, on an advisory basis, of the Company's named executive officer compensation.
Compensation
Board For AGAINST
6 funds
FOR
3 funds
AIRGAIN INC June 10, 2026 To approve the amendment and restatement of the 2016 Incentive Award Plan.
Compensation
Board For AGAINST
1 fund
FOR
1 fund
AKAMAI TECHNOLOGIES, INC. May 13, 2026 Election of Directors: Janaki Akella
Director Elections
Board For FOR
7 funds
AGAINST
14 funds
ALBANY INTERNATIONAL CORP. May 15, 2026 Election of Directors: J. Michael McQuade
Director Elections
Board For WITHHOLD
8 funds
FOR
7 funds
ALBANY INTERNATIONAL CORP. May 15, 2026 Election of Directors: John R. Scannell
Director Elections
Board For WITHHOLD
8 funds
FOR
7 funds
ALBANY INTERNATIONAL CORP. May 15, 2026 Election of Directors: Katharine L. Plourde
Director Elections
Board For WITHHOLD
8 funds
FOR
7 funds

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← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.