Home › Asset managers › Compare 2025-2026 › Dimensional vs Northern Trust
Dimensional 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 80,834 | 75,089 | 4,072 | 1,673 | 94.9% | 94.1% |
| Board proposals | 63,953 | 58,704 | 3,872 | 1,377 | 93.8% | 93.0% |
| E&S shareholder proposals | 173 | 76 | 18 | 79 | 80.9% | 67.7% |
| Other items | 16,708 | 16,309 | 182 | 217 | 98.9% | 98.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
399 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 | Northern Trust |
|---|---|---|---|---|---|---|
| KEYSIGHT TECHNOLOGIES, INC. | March 19, 2026 | Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| KKR & CO. INC. | May 21, 2026 | An amendment to the Existing Charter to establish stockholders' meetings as the sole mechanism for approval of matters on which holders of common stock are required or permitted to vote. Shareholder Rights and Defenses |
Other | For | AGAINST 5 funds |
FOR 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Amend Articles of Incorporation (Executive Officer) (Shareholder Proposal) Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Amend Articles of Incorporation (New Shares Issuance) (Shareholder Proposal) Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Approve Terms of Retirement Pay (Shareholder Proposal) Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Elect Choi Byeong-il as Outside Director (Shareholder Proposal) Director Elections |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Elect Lee Seon-suk as Outside Director (Shareholder Proposal) Director Elections |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| Korea Zinc Co., Ltd. | March 24, 2026 | Elect Park Byeong-wook as Non-Independent Non-Executive Director (Shareholder Proposal) Director Elections |
Other | Against | FOR 2 funds |
AGAINST 2 funds |
| LANDIS+GYR GROUP AG | June 26, 2026 | Approve Virtual-Only Shareholder Meetings Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| LDC SA | August 21, 2025 | Approve Auditors' Special Report on Related-Party Transactions Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| LEGAL & GENERAL GROUP PLC | May 21, 2026 | Approve Climate and Nature Transition Plan Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 6 funds |
| LUNDIN MINING CORP | May 7, 2026 | SP 1: Disclose Greenhouse Gas Emissions (GHG) Reduction Strategy Environment or Climate |
Other | Against | AGAINST 7 funds |
FOR 4 funds |
| Lite-On Technology Corp. | May 20, 2026 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 funds |
| MARKETAXESS HOLDINGS INC. | June 10, 2026 | If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| MASCO CORPORATION | May 8, 2026 | Consideration of stockholder proposal on shareholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 5 funds |
| MEDPACE HOLDINGS, INC. | May 15, 2026 | Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 4 funds |
| MERITAGE HOMES CORPORATION | May 21, 2026 | Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 6 funds |
FOR 4 funds |
| MKS INC. | May 11, 2026 | A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 2 funds |
| MURPHY USA INC. | May 7, 2026 | Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 4 funds |
FOR 3 funds |
| Mayr-Melnhof Karton AG | April 29, 2026 | Approve Virtual-Only or Hybrid Shareholder Meetings Until 2031 Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 1 fund |
| Meiji Holdings Co., Ltd. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| Meitu, Inc. | September 10, 2025 | Amend Existing Third Amended and Restated Articles of Association and Adopt New Fourth Amended and Restated Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| NEW HOPE CORPORATION LTD | November 20, 2025 | Approve the Additional Proposed Amendments to the Company's Constitution Corporate Governance |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| NINGXIA BAOFENG ENERGY GROUP CO LTD | April 3, 2026 | Elect Zhang Minglin as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 8 funds |
| ORIENT SECURITIES CO LTD | March 20, 2026 | Elect Zhou Lei as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| OVH Groupe SAS | February 12, 2026 | Approve Company's Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| OceanFirst Financial Corp. | April 2, 2026 | A proposal to amend Section C of Article FOURTH of the Certificate of Incorporation of OceanFirst, as amended (the "OceanFirst charter"), in a manner to exempt Warburg and its affiliates (but not any other OceanFirst stockholder) from the application of Section C of Article FOURTH of the OceanFirst charter (the "OceanFirst exemption amendment proposal"); and Corporate Governance |
Other | For | AGAINST 9 funds |
FOR 3 funds |
| Orient Corp. | June 24, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | FOR 1 fund |
AGAINST 1 fund |
| Orient Securities Co., Ltd. | October 24, 2025 | Elect Liu Wei as Director and Member of the Audit Committee Director Elections |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| PAPA JOHN'S INTERNATIONAL, INC. | April 30, 2026 | Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 5 funds |
FOR 3 funds |
| PARQUE ARAUCO SA PARAUCO | February 24, 2026 | AUTHORIZE BOARD TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| PENNON GROUP PLC | July 24, 2025 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 5 funds |
FOR 5 funds |
| PETROCHINA CO LTD | June 9, 2026 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| PETROLEO BRASILEIRO SA - PETROBRAS | April 16, 2026 | Elect Jeronimo Antunes as Director Appointed by Preferred Shareholder Director Elections |
Other | None | ABSTAIN 3 funds |
AGAINST 3 funds |
| PHARMARON BEIJING CO., LTD. | June 12, 2026 | Elect Lou Boliang as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| PHARMARON BEIJING CO., LTD. | June 12, 2026 | Elect Lou Xiaoqiang as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| PHARMARON BEIJING CO., LTD. | June 12, 2026 | Elect Zheng Bei as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| PHOENIX FINANCIAL LTD | March 9, 2026 | APPROVE REPLACEMENT OF THE COMPANY'S ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| PLUS500 LTD | May 5, 2026 | VOTE FOR IF YOU ARE NOT A CONTROLLING SHAREHOLDER AND DO NOT HAVE A PERSONAL INTEREST IN THE ONE-YEAR EXTENSION TO THE COMPANY'S CURRENT REMUNERATION POLICY FOR DIRECTORS AND EXECUTIVES, OTHERWISE VOTE AGAINST Other |
Other | None | FOR 5 funds |
AGAINST 1 fund |
| PT BUMI RESOURCES TBK | June 18, 2026 | Approve Directors' Report Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| Pangang Group Vanadium & Titanium Resources Co., Ltd. | July 18, 2025 | Elect Ma Chaohui as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| Pingdingshan Tianan Coal Mining Co., Ltd. | December 31, 2025 | Elect Gao Yonghua as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 4 funds |
| RELIANCE, INC. | May 20, 2026 | To consider a stockholder proposal requiring any director who fails to receive a majority vote to leave the board of directors within nine months. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 4 funds |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | FOR 10 funds |
AGAINST 2 funds |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 2 funds |
| Rinnai Corp. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 5 funds |
AGAINST 2 funds |
| SAIC MOTOR CORPORATION LTD | June 26, 2026 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 1 fund |
AGAINST 2 funds |
| SCHNEIDER ELECTRIC SE | May 7, 2026 | APPROVE COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 6 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
FOR 5 funds |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 7 funds |
| SHANGHAI ELECTRIC GROUP COMPANY LIMITED | June 5, 2026 | Amend Articles of Association and Its Appendices Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 2 funds |
| SHANGHAI INTERNATIONAL AIRPORT CO LTD | June 5, 2026 | Elect Wu Wei as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 1 fund |
| SHANGHAI PHARMACEUTICALS HOLDING CO LTD | June 25, 2026 | Elect Shen Bo as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 2 funds |
| SHANGHAI PHARMACEUTICALS HOLDING CO LTD | June 25, 2026 | Elect Wang Zhong as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 2 funds |
| SHANGHAI PHARMACEUTICALS HOLDING CO LTD | June 25, 2026 | Elect Yang Qiuhua as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 2 funds |
| SSE PLC | July 17, 2025 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 6 funds |
| STEF | April 23, 2026 | Approve Auditors' Special Report on Related-Party Transactions Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| STRAWBERRY FIELDS REIT INC. | May 7, 2026 | To approve adjournment of the Annual Meeting, if necessary. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| SUNGROW POWER SUPPLY CO LTD | April 24, 2026 | Elect Zhang Lei as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| Sailun Group Co., Ltd. | December 19, 2025 | Elect Li Jiqing as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| Sasol Ltd. | November 14, 2025 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 2 funds |
| Shandong Weigao Group Medical Polymer Company Limited | October 17, 2025 | Approve Second Batch Proposed Amendments to the Existing Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 2 funds |
| Shanxi Xinghuacun Fen Wine Factory Co., Ltd. | September 19, 2025 | Elect Zhou Peiyu as Director Director Elections |
Other | For | FOR 4 funds |
AGAINST 2 funds |
| Shopify Inc. | June 16, 2026 | Adopt a Policy on Responsible Use of Artificial Intelligence ("AI") in the Company's Business and Operations Other Social Issues |
Other | Against | AGAINST 3 funds |
FOR 6 funds |
| Sims Limited | November 21, 2025 | Approve Advisory Vote on Climate Strategy Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| TAIWAN COOPERATIVE FINANCIAL HOLDING CO LTD | June 18, 2026 | Elect Lin, Hann-Chyi as Independent Director Director Elections |
Other | None | FOR 2 funds |
AGAINST 2 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 8 funds |
| TELEVISION FRANCAISE 1 SA TF1 | April 16, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| 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 3 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 6 funds |
FOR 5 funds |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| Tokyo Electric Power Co. Holdings, Inc. | June 25, 2026 | Amend Articles to Add Provision on Health Management of All Workers Engaged in Operations at Nuclear Power Plants Environment or Climate |
Other | Against | AGAINST 2 funds |
FOR 1 fund |
| Tokyo Electric Power Co. Holdings, Inc. | June 25, 2026 | Amend Articles to Fully Disclose Data Related to Nuclear Power Plant Safety Reviews Environment or Climate |
Other | Against | AGAINST 2 funds |
FOR 1 fund |
| Transcontinental Inc. | March 10, 2026 | Amend By-Laws Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| UNICAJA BANCO S.A. | April 9, 2026 | AMEND ARTICLE 9.2 AND ADD ARTICLE 9 BIS RE: ALLOW SHAREHOLDER MEETINGS TO BE HELD IN VIRTUAL-ONLY FORMAT Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| WOOLWORTHS GROUP LTD | October 30, 2025 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 4 funds |
| WYNDHAM HOTELS & RESORTS, INC. | May 14, 2026 | To vote on a stockholder proposal, if properly presented at the meeting, regarding stockholder ability to act by written consent. Shareholder Rights and Defenses |
Other | Against | FOR 4 funds |
AGAINST 2 funds |
| Yakult Honsha Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| Yellow Hat Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | FOR 4 funds |
AGAINST 1 fund |
| ZCZL INDUSTRIAL TECHNOLOGY GROUP COMPANY LIMITED | January 30, 2026 | Amend Articles of Association and its Annexes Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants Other Social Issues |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| "BANK OF MONTREAL (THE ""BANK"")" | April 15, 2026 | SP 8: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 3 FOR, 1 AGAINST |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 3 FOR, 8 AGAINST |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 4 AGAINST |
| AENA SME SA | April 16, 2026 | ADVISORY VOTE ON COMPANY'S 2025 UPDATED REPORT ON CLIMATE ACTION PLAN Environment or Climate |
Other | For | AGAINST 3 funds |
Split 7 FOR, 3 AGAINST |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 4 FOR, 8 AGAINST |
| AGL ENERGY LTD | October 3, 2025 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 4 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 3 FOR, 7 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 3 FOR, 6 AGAINST |
| AMUNDI SA | June 2, 2026 | APPROVE REPORT ON PROGRESS OF COMPANY'S CLIMATE TRANSITION PLAN (ADVISORY) Environment or Climate |
Other | For | AGAINST 4 funds |
Split 3 FOR, 1 AGAINST |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Customer Transition Approach and Climate Commitments Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 5 AGAINST |
| ANZ GROUP HOLDINGS LIMITED | December 18, 2025 | Approve Disclosure of Financed Deforestation Environment or Climate |
Other | Against | AGAINST 5 funds |
Split 2 FOR, 5 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.