Home › Asset managers › Compare 2025-2026 › Dimensional vs Charles Schwab
Dimensional 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,406 | 13,039 | 1,312 | 55 | 90.9% | 90.8% |
| Board proposals | 13,508 | 12,235 | 1,252 | 21 | 90.7% | 90.7% |
| E&S shareholder proposals | 154 | 119 | 1 | 34 | 99.2% | 96.1% |
| Other items | 744 | 685 | 59 | 0 | 92.1% | 92.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,312 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 | Charles Schwab |
|---|---|---|---|---|---|---|
| Coty Inc. | November 6, 2025 | Election of Directors: Peter Harf Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Robert Singer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Sue Nabi Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Ambereen Toubassy Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Bom Kim Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Coupang, Inc. | June 11, 2026 | Election of Directors: Jason Child Director Elections |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| Crane NXT, Co. | May 21, 2026 | Election of Directors: David D. Petratis Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Cross Country Healthcare, Inc. | December 9, 2025 | Proposal to elect seven directors for terms expiring at the 2026 annual meeting: Dwayne Allen Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| DENNY'S CORPORATION | January 13, 2026 | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| DENTSPLY SIRONA Inc. | June 2, 2026 | Election of Directors: Donald J. Zurbay Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| DESIGN THERAPEUTICS, INC. | June 9, 2026 | To elect one nominee for Class II director named herein to serve for a three-year term until the 2029 Annual Meeting of Stockholders. Simeon George, M.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| DHI GROUP, INC. | May 15, 2026 | Advisory vote with respect to the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Edward W. Stack Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Larry Fitzgerald, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Lawrence J. Schorr Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: Robert W. Eddy Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DICK'S Sporting Goods, Inc. | June 10, 2026 | Election of Directors, each for a term that expires in 2027: William J. Colombo Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 12 funds |
| DIME COMMUNITY BANCSHARES, INC. | May 28, 2026 | Approval, by a non-binding advisory vote, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | Approval, on an advisory basis, of the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| DISC MEDICINE, INC. | June 18, 2026 | To elect each of the following Class III nominees to the Board of Directors as set forth below: Donald Nicholson, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| DISTRIBUTION SOLUTIONS GROUP, INC. | May 14, 2026 | Approval of DSG's Amended and Restated 2026 Equity Compensation Plan Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| DLH HOLDINGS CORP. | March 12, 2026 | An Advisory Vote regarding the approval of compensation paid to our named Executive Officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| DMC GLOBAL INC. | May 13, 2026 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| DOCGO INC. | June 16, 2026 | To approve on a non-binding, advisory basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: David Dolby Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Peter Gotcher Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOLBY LABORATORIES, INC. | February 3, 2026 | Election of Directors: Simon Segars Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Alfred Lin Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Shona L. Brown Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOORDASH, INC. | June 10, 2026 | The election of the following director nominee(s): Stanley Tang Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| DOUGLAS ELLIMAN INC. | June 18, 2026 | Advisory vote on executive compensation (the say-on-pay vote). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| DOW INC. | April 9, 2026 | Approval of the Amendment to the 2019 Stock Incentive Plan Compensation |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DRAFTKINGS INC. | May 12, 2026 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| DULUTH HOLDINGS INC. | June 3, 2026 | To approve, by an advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Daily Journal Corporation | February 24, 2026 | Election of four Directors: Mary Conlin Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Dave & Buster's Entertainment, Inc. | June 18, 2026 | Election of Directors: Scott I. Ross Director Elections |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| Dave Inc. | June 2, 2026 | Director Election: Dan Preston Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Deckers Outdoor Corporation | September 8, 2025 | Election of Directors: Lauri M. Shanahan Director Elections |
Board | For | FOR 6 funds |
AGAINST 13 funds |
| Dianthus Therapeutics, Inc. | May 21, 2026 | To elect Class II directors to our Board of Directors, to serve until the 2029 annual meeting of stockholders and until their successors have been duly elected and qualified, or until their earlier death, resignation or removal: Sujay Kango Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| DigitalOcean Holdings, Inc. | June 15, 2026 | Election of Class II Directors: Pueo Keffer Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| DigitalOcean Holdings, Inc. | June 15, 2026 | Election of Class II Directors: Warren Adelman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Allan Thygesen Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: Cain A. Hayes Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| DocuSign, Inc. | June 1, 2026 | Election of Class II Directors: James Beer Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Dollar Tree, Inc. | June 16, 2026 | Election of Directors: Stephanie P. Stahl Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: Patrick O. Zalupski Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Dream Finders Homes, Inc. | June 8, 2026 | Election of Directors: William W. Weatherford Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| EASTERLY GOVERNMENT PROPERTIES, INC. | April 22, 2026 | Approval of the Easterly Government Properties, Inc. 2024 Equity Incentive Plan Amendment. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| EASTERN BANKSHARES, INC. | May 18, 2026 | To elect six directors for a one-year term: Luis A. Borgen Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| EASTMAN KODAK COMPANY | May 20, 2026 | Approval of the Third Amendment to the Amended and Restated 2013 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| EDITAS MEDICINE, INC. | June 17, 2026 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| EHEALTH, INC. | June 18, 2026 | Approval of an amendment and restatement of the eHealth, Inc. Amended and Restated 2024 Equity Incentive Plan to increase the maximum number of shares of common stock that may be issued thereunder by 1,300,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| EHEALTH, INC. | June 18, 2026 | Approval, on an advisory basis, of the compensation of the Named Executive Officers of eHealth, Inc. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| ELANCO ANIMAL HEALTH INCORPORATED | May 21, 2026 | Election of two Class I director nominees and three Class II director nominees: Kapila Anand Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| ELECTRONIC ARTS INC. | December 22, 2025 | To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| EMERGENT BIOSOLUTIONS INC. | April 29, 2026 | To hold, on an advisory basis, a vote to approve the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| EMPIRE STATE REALTY TRUST, INC. | May 14, 2026 | To approve the Empire State Realty Trust, Inc. Empire State Realty OP, L.P. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| ENANTA PHARMACEUTICALS, INC. | March 11, 2026 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ENLIVEN THERAPEUTICS, INC. | June 9, 2026 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| ENOVIX CORPORATION | June 11, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| ENPHASE ENERGY, INC. | May 13, 2026 | To approve an amendment and restatement of our 2021 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| ENTRAVISION COMMUNICATIONS CORPORATION | May 28, 2026 | To approve an amendment and restatement of the Entravision Communications Corporation Amended and Restated 2004 Equity Incentive Plan (the ''2004 Plan'') to, among other things, increase the number of shares of the Company's Class A common stock authorized for issuance thereunder by 6,000,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| ENVELA CORPORATION | June 24, 2026 | Election of Directors: John R. Loftus Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| EOS ENERGY ENTERPRISES INC | June 3, 2026 | Non-binding advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| EPAM SYSTEMS, INC. | May 21, 2026 | To approve an amendment to the EPAM Systems, Inc. 2025 Long Term Incentive Plan to add 4,000,000 additional shares. Compensation |
Board | For | AGAINST 9 funds |
FOR 14 funds |
| ERASCA, INC. | June 26, 2026 | To elect three directors to serve as Class II directors for a three-year term expiring at the 2029 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified Alexander W. Casdin Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| ESCALADE, INCORPORATED | May 5, 2026 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| EVENTBRITE, INC. | February 27, 2026 | To approve, by means of a non-binding, advisory vote, compensation that will or may become payable to the named executive officers of Eventbrite in connection with the merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| EVERCORE INC. | June 10, 2026 | Approval of the Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| EVERPURE, INC. | June 10, 2026 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| EVERSPIN TECHNOLOGIES, INC. | May 21, 2026 | To approve an amendment and restatement of the Everspin Technologies, Inc. Amended and Restated 2016 Equity Incentive Plan to (among other things) increase the aggregate number of shares of common stock authorized for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| EVOLENT HEALTH, INC. | June 4, 2026 | Proposal to approve an amendment to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| EVOLENT HEALTH, INC. | June 4, 2026 | Proposal to approve the compensation of our named executive officers for 2025 on an advisory basis. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| EXELIXIS, INC. | May 26, 2026 | To approve, on an advisory basis, the compensation of Exelixis' named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| EXPEDIA GROUP, INC. | June 17, 2026 | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| EXPENSIFY, INC. | May 22, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| EXTREME NETWORKS, INC. | November 12, 2025 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to add 6,800,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| EYEPOINT, INC. | June 18, 2026 | To approve Amendment No. 3 to the EyePoint, Inc. 2023 Long-Term Incentive Plan, as amended, to increase the number of shares of common stock authorized for issuance thereunder by 4,900,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Easterly Government Properties, Inc. | April 22, 2026 | Election of Directors: Cynthia A. Fisher Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| Elastic N.V. | September 30, 2025 | Appointment of the following executive director and non-executive director, respectively, each for a term of three (3) years, ending at the close of the Annual General Meeting of 2028: Ashutosh Kulkarni Director Elections |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Ian G.H. Ashken Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Michael F. Goss Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Element Solutions Inc | May 4, 2026 | Election of Directors: Susan W. Sofronas Director Elections |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| Embecta Corp. | February 11, 2026 | Election of Directors: Christopher R. Reidy Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| Encore Capital Group, Inc. | June 12, 2026 | Election of Directors: William C. Goings Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Bernhardt Zeiher, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Entrada Therapeutics, Inc. | June 10, 2026 | Election of Directors: Peter S. Kim, Ph.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Epsilon Energy Ltd. | November 12, 2025 | To approve the issuance of Common Shares pursuant to the Purchase Agreements, for purposes of complying with NASDAQ Listing Rule 5635 (the "Share Issuance Proposal"). Extraordinary Transactions |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 13 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| Expedia Group, Inc. | June 17, 2026 | Election of Directors: Craig Jacobson Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 13 funds |
| F&G ANNUITIES & LIFE, INC. | June 24, 2026 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| F5, INC. | March 12, 2026 | Approve the F5, Inc. 2026 Incentive Award Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| FARO TECHNOLOGIES, INC. | July 15, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by FARO to its named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| FATE THERAPEUTICS, INC. | June 12, 2026 | To approve a proposal to amend and restate the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 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.