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 |
|---|---|---|---|---|---|---|
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Labcorp Holdings Inc. | May 21, 2026 | Election of the members of the Company's Board of Directors: Peter M. Neupert Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: A. Faraz Abbasi Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 8 funds |
| Lakeland Financial Corporation | April 14, 2026 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 8 funds |
| Lamb Weston Holdings, Inc. | September 25, 2025 | Election of Directors: Lawrence E. Kurzius Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Larimar Therapeutics, Inc. | May 19, 2026 | Election of Class III Directors for a Three-Year Term Expiring in 2029: Carole S. Ben-Maimon, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Larimar Therapeutics, Inc. | May 19, 2026 | Election of Class III Directors for a Three-Year Term Expiring in 2029: Frank Thomas Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Larimar Therapeutics, Inc. | May 19, 2026 | Election of Class III Directors for a Three-Year Term Expiring in 2029: Joseph Truitt Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Legacy Housing Corporation | December 18, 2025 | Election of Directors: Skyler M. Howton Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Linde Plc | July 29, 2025 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 6 funds |
AGAINST 13 funds |
| Littelfuse, Inc. | April 22, 2026 | Election of Directors: Tzau-Jin Chung Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| Loews Corporation | May 12, 2026 | Election of Directors: Dino E. Robusto Director Elections |
Board | For | FOR 6 funds |
AGAINST 14 funds |
| Lumentum Holdings Inc. | November 19, 2025 | Election of Directors: Julia S. Johnson Director Elections |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| Lyell Immunopharma, Inc. | June 10, 2026 | Election of Class II Directors: Otis Brawley, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Lyell Immunopharma, Inc. | June 10, 2026 | Election of Class II Directors: Richard Klausner, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| Lyell Immunopharma, Inc. | June 10, 2026 | Election of Class II Directors: William Rieflin Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| M-TRON INDUSTRIES, INC. | June 16, 2026 | To approve the Second Amended and Restated M-tron Industries, Inc. 2022 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| MACY'S INC. | May 15, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| MAPLEBEAR INC. | May 22, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| MAPLEBEAR INC. | May 22, 2026 | To elect the following Class III director nominees: Lily Sarafan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 12 funds |
| MAPLEBEAR INC. | May 22, 2026 | To elect the following Class III director nominees: Meredith Kopit Levien Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 12 funds |
| MARA HOLDINGS, INC. | June 18, 2026 | Approval of an amendment to our Amended and Restated 2018 Equity Incentive Plan (the "2018 Plan") to increase the number of shares of our common stock reserved under the 2018 Plan by 18 million shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| MARAVAI LIFESCIENCES HOLDINGS, INC. | May 26, 2026 | To approve, on a non-binding advisory basis, the compensation of Maravai's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MARKETWISE, INC. | June 4, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MARRIOTT VACATIONS WORLDWIDE CORPORATION | May 15, 2026 | Approval of the Second Amended and Restated Marriott Vacations Worldwide Corporation 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| MATRIX SERVICE COMPANY | November 4, 2025 | To approve a proposal to amend the Company's 2020 Stock and Incentive Compensation Plan to increase the number of shares of Common Stock of the Company authorized for issuance thereunder from 3,975,000 to 5,000,000. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| MAXLINEAR, INC. | May 20, 2026 | To approve an amendment and restatement of the MaxLinear, Inc. Amended and Restated 2010 Equity Incentive Plan, including approval of a new ten-year term and an increase in the number of shares reserved thereunder by 3,204,107. Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| MAXLINEAR, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of our named executive officers for the year ended December 31, 2025, as set forth in the proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| MEDIAALPHA, INC. | May 5, 2026 | To elect the two Class III director nominees named in the proxy statement to serve on our Board of Directors until our 2029 annual meeting of stockholders and until their successors are duly elected and qualified; Venmal (Raji) Arasu Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| MEDIFAST, INC. | May 19, 2026 | Approve the Amended and Restated 2012 Share Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| MEDIFAST, INC. | May 19, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| MERCER INTERNATIONAL INC. | June 1, 2026 | Approval of the advisory (non-binding) resolution to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| MERCURY SYSTEMS, INC. | October 22, 2025 | To approve our 2025 Long Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| METHODE ELECTRONICS, INC. | September 17, 2025 | The advisory approval of Methode's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| METROCITY BANKSHARES INC | May 21, 2026 | Election of Directors: Frank Glover Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC | May 21, 2026 | Election of Directors: Nack Y. Paek Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC | May 21, 2026 | Election of Directors: William J. Hungeling Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| MGM Resorts International | May 6, 2026 | Election of Directors: Barry Diller Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| MGP INGREDIENTS, INC. | May 13, 2026 | Approve the MGP Ingredients, Inc. Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| MGP Ingredients, Inc. | May 13, 2026 | Election of Directors: Thomas A. Gerke Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| MGP Ingredients, Inc. | May 13, 2026 | Election of Directors: Todd B. Siwak Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 6 funds |
AGAINST 15 funds |
| MIDWESTONE FINANCIAL GROUP, INC. | January 26, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of MidWestOne that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| MINERALYS THERAPEUTICS, INC. | May 21, 2026 | Election of Class III directors for a three-year term to expire at the 2029 annual meeting of stockholders: Srinivas Akkaraju, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| MODERNA, INC. | May 6, 2026 | To elect two Class II director nominees set forth in the proxy statement, each to serve for a three-year term expiring at the 2029 annual meeting of stockholders and until his or her respective successor is duly elected and qualified or such director's earlier death, resignation or removal. Sandra Horning, M.D. Director Elections |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| MOLINA HEALTHCARE, INC. | May 6, 2026 | To consider and approve an amendment to the Company's 2025 Equity Incentive Plan to increase the number of shares available for issuance under such plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| MONTE ROSA THERAPEUTICS, INC. | June 11, 2026 | To elect three Class II director nominees to our board of directors, to serve until the Company's 2029 annual meeting of stockholders and until their successor has been duly elected and qualified, or until their earlier death, resignation or removal; Andrew Schiff, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| MP MATERIALS CORP. | June 9, 2026 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| MP MATERIALS CORP. | June 9, 2026 | Election of Director: Arnold W. Donald Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 12 funds |
| MP MATERIALS CORP. | June 9, 2026 | Election of Director: Randall J. Weisenburger Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 12 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 1 fund |
AGAINST 10 funds |
| Medical Properties Trust, Inc. | May 28, 2026 | To elect nine directors: Emily W. Murphy Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| Mid Penn Bancorp, Inc. | May 12, 2026 | Election of Directors: John E. Noone Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Amnon Shashua Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Claire C. McCaskill Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: David Zinsner Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Eyal Desheh Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Mobileye Global Inc. | June 18, 2026 | Election of Directors: Nagasubramaniyan Chandrasekaran Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| Modiv Industrial, Inc. | July 23, 2025 | Election of Directors: Kimberly Smith Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Moelis & Company | June 25, 2026 | Election of Directors: Kenneth L. Shropshire Director Elections |
Board | For | AGAINST 4 funds |
FOR 10 funds |
| Mohawk Industries, Inc. | May 21, 2026 | Election of Directors: Karen A. Smith Bogart Director Elections |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: John Farahi Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NATERA, INC. | June 11, 2026 | To approve an amendment to Natera's 2015 Equity Incentive Plan, as amended and restated. Compensation |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| NATIONAL CINEMEDIA, INC. | May 7, 2026 | To approve, on an advisory basis, our executive compensation Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NATIONAL PRESTO INDUSTRIES, INC. | May 19, 2026 | Election of Directors: Randy F. Lieble Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| NAVITAS SEMICONDUCTOR CORPORATION | June 25, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| NEOGENOMICS, INC. | May 21, 2026 | Approval, on a non-binding advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| NEOGENOMICS, INC. | May 21, 2026 | Election of the directors named in the proxy statement as set forth below: Michael A. Kelly Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| NETAPP, INC. | September 10, 2025 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| NETSCOUT SYSTEMS, INC. | September 10, 2025 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| NEUMORA THERAPEUTICS, INC. | May 27, 2026 | To elect three Class III directors to hold office until the 2029 annual meeting of stockholders or until their successors are elected: Paul Berns Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| NEXTDOOR HOLDINGS, INC | June 9, 2026 | Election of Class II Director: David Sze Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| NEXTRACKER INC. | August 18, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | A nonbinding advisory vote of the Company's stockholders, as recommended by the Compensation Committee and approved by the Board, on the compensation of the Company's named executive officers disclosed in the Proxy Solicitation Materials Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| NICOLET BANKSHARES, INC. | May 18, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Courtney J. Riley Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: John E. Harper Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Meredith W. Mendes Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| NOBLE CORPORATION PLC | April 29, 2026 | Authorization of the Board to Allot Shares without Rights of Pre-Emption. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| NOBLE CORPORATION PLC | April 29, 2026 | Authorization of the Board to Allot Shares. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| NORWOOD FINANCIAL CORP. | April 28, 2026 | Election of Directors: Kevin M. Lamont Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| NOVAVAX, INC. | June 18, 2026 | The approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| NOVOCURE LIMITED | June 3, 2026 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NOVOCURE LIMITED | June 3, 2026 | The approval of our amended and restated 2024 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| NU SKIN ENTERPRISES, INC. | May 28, 2026 | Approval of our Amended and Restated 2024 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: David Rooney Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Sandra Buffa Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Zephyr Isely Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Novanta Inc. | May 28, 2026 | ELECTION OF DIRECTORS: Election of Director: Mary Katherine Ladone Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 8 funds |
| OCTAVE SPECIALTY GROUP, INC. | May 28, 2026 | To approve Octave's 2026 Incentive Compensation Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| OCTAVE SPECIALTY GROUP, INC. | May 28, 2026 | To approve, on a non-binding advisory basis, the compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| OKTA, INC. | June 18, 2026 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 13 funds |
← Previous Page 8 of 14 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.