Derrick Peter Johnson
Financial advisor at Johnson Wealth Management, LLC · Grand Forks, ND
Last updated 2026-10-10
Claim your profileDerrick Peter Johnson is a financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND, CRD 2062807. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2001-08-29.
Registration
- CRD number
- 2062807
- Registration status
- Active
- IAPD registration
- 2001-08-29
- Industry Experience
- 25 years
- Work Experience
- 24 years
- States registered
- MN, ND
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2002-09 to Present · Johnson Wealth Management, LLC · Grand Forks, ND
Current employment
- Johnson Wealth Management, LLC · Grand Forks, ND
Johnson Wealth Management, LLC
- Regulatory AUM
- $323,371,310
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 58.6% (High)
Johnson Wealth Management, LLC: advisors, services and reported ETF investments
About
Derrick Peter Johnson is a CFP® financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 24 years of reported work history.
SEC disclosures list additional business and community activities: D'S Development.
Johnson Wealth Management, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 56.3 clients per advisor, average assets per client of $1,913,440, and regulatory AUM of $323.4M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $215M across 26 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Derrick Peter Johnson personally.
Reported ETF positions
Johnson Wealth Management reports 26 ETF positions worth $215M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAC — Dimensional U.S. Core Equity 2 ETF | $51.5M |
| DFAX — Dimensional World ex U.S. Core Equity 2 ETF | $49.7M |
| DFCF — Dimensional Core Fixed Income ETF | $15.1M |
| DFSD — Dimensional Short-Duration Fixed Income ETF | $14.2M |
| DUSB — Dimensional Ultrashort Fixed Income ETF | $13.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Johnson Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DFAU — Dimensional US Core Equity Market ETF | $12.8M | Top 97.9% | Peer conviction 55.7% · Active return +2.78% |
| Addressable Market | VV — Vanguard Morningstar Large-Cap ETF | $5.1M | Top 98.8% | Addressable AUM $6.6T · Peer conviction 56.5% |
| Residual Alpha | DFAS — Dimensional U.S. Small Cap ETF | $2.4M | Top 98.4% | Residual alpha +0.75% · Residual Sharpe 0.04 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $13.1M | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Johnson Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
214 North 4th Street, Grand Forks, ND 58203
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 701-746-8310
Official record
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