Motiv8 Investments LLC DFGEX β€” DFA Global Real Estate Securities Portfolio

Ownership history in Motiv8 Investments LLC  Β·  1 quarter on record

AI Ownership Summary

Motiv8 Investments LLC reported DFA Global Real Estate Securities Portfolio (DFGEX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows DFGEX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFGEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Motiv8 Investments LLC's position in DFA Global Real Estate Securities Portfolio, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFGEX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Motiv8 Investments LLC held DFGEX β€” position size vs. price
% of Fund (quarterly)    DFGEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 349 β€” β€” 0.00% $4K 2026-02-14 (Est.) $11.29

🏒 Other funds also holding DFGEX

As of 2026 Q1 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.08% Transce3nd, LLC 0.02% McIlrath & Eck, LLC 3Y 7Y 0.0%

FAQ About Motiv8 Investments LLC and DFGEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Motiv8 Investments LLC reported owning DFGEX?

Motiv8 Investments LLC reported DFGEX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported DFGEX position in Motiv8 Investments LLC's portfolio?

The largest reported portfolio weight for DFGEX was 0.00% in 2025 Q4.

What is the latest reported DFGEX position on this page?

The most recent filing on this page is 2025 Q4, when Motiv8 Investments LLC reported 349 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this DFGEX ownership page compare?

The chart compares Motiv8 Investments LLC's quarterly DFGEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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