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U.S. Small Cap Portfolio (DFSTX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Dfa Investment Dimensions Group files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Dfa Investment Dimensions Group on 2026-08-19 · open the filing · vote table (ProxyVotingTable.xml, 400 MB)
TickerDFSTX · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 76.5% of the time across 1,512 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 10 | 0 | 0% |
| Workers & human rights | 1 | 0 | 0% |
| Pay equity & inclusion | 4 | 0 | 0% |
| Executive pay | 2 | 2 | 100% |
| Corporate governance | 64 | 19 | 29.7% |
| Other social issues | 6 | 0 | 0% |
What it holds
The largest positions this fund reported, as a share of the fund. Your slice of each is that percentage of your balance.
| Company | % of fund |
|---|---|
| DFA Investment Trust Co. | 9.25% |
| DFA Short Term Investment Fund | 9.17% |
| State Street Institutional U.S. Government Money Market Fund | 1.15% |
| IES Holdings Inc | 0.60% |
| TTM Technologies Inc | 0.48% |
| Powell Industries Inc | 0.40% |
| Sterling Infrastructure Inc | 0.35% |
| Sanmina Corp | 0.34% |
| Advanced Energy Industries Inc | 0.34% |
| Argan Inc | 0.33% |
| Element Solutions Inc | 0.32% |
| Mueller Industries Inc | 0.31% |
SourcePortfolio holdings as reported by the fund for 2026-04-30 · open the filing
Ballots it voted
Wolverine World Wide, Inc. · 7 May 2026 · put on the ballot by shareholder · Climate & environment
Should Wolverine World Wide publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST U.S. Small Cap Portfolio voted with 334,945 shares
“Shareholder proposal regarding new climate change polices or practices.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
BJ's Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder · Climate & environment
Should BJ's Wholesale Club Holdings publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST U.S. Small Cap Portfolio voted with 188,780 shares
“Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
SkyWest, Inc. · 5 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should an independent assessment check whether SkyWest respects the right to organise?
Shareholders asked for an independent assessment of whether the company, in practice, respects the internationally recognised rights to freedom of association and collective bargaining — the ILO core standards the company already says it supports — across all of its operations.
AGAINST U.S. Small Cap Portfolio voted with 180,562 shares
“A shareholder proposal regarding collective bargaining policy.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
Pilgrim's Pride Corporation · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
To provide a report regarding internal diversity and inclusion policies and practices.
AGAINST U.S. Small Cap Portfolio voted with 282,000 shares
“A stockholder proposal to provide a report regarding internal diversity and inclusion policies and practices.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
Universal Health Services, Inc. · 20 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Universal Health Services disclose more about the people it employs?
Shareholders asked for fuller disclosure of the company’s human capital — the composition of the workforce, turnover, and how the company invests in the people it employs.
AGAINST U.S. Small Cap Portfolio voted with 30,135 shares
“Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
CF Industries Holdings, Inc. · 28 April 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before CF Industries Holdings pays a departing executive?
Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.
FOR U.S. Small Cap Portfolio voted with 106,234 shares
“Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
Revvity, Inc. · 28 April 2026 · put on the ballot by shareholder · Executive pay
Executives to Retain Significant Stock.
FOR U.S. Small Cap Portfolio voted with 26 shares
“To approve the shareholder proposal regarding Executives to Retain Significant Stock.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
Lumen Technologies, Inc. · 20 May 2026 · put on the ballot by shareholder
Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill.
FOR U.S. Small Cap Portfolio voted with 3,366,359 shares
“Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill.”
SEC.gov will not render a vote table this large, so this row is drawn into the same layout EDGAR uses, from the entry in the filing. Every value is copied from it.
SourceDfa Investment Dimensions Group, Form N-PX filed 2026-08-19 · accession 0002071844-26-001087 · series S000000971 · open the filing
Other funds Dfa Investment Dimensions Group votes
The same filer reports these alongside this one, in the same annual filing.
Every Dimensional fund we track, and how each one voted →
Retirement plans that offer it
Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →