Could you please post your ticket #?
It is case # 342330
Thanks, Adam, we're looking into why you're seeing this again. We would have expected the 5.3.1 resolution to carry forward to 5.4. Will keep you and Thwack apprised of a resolution.
If anyone else is seeing an issue using the "DHCP but no Agent" (or in Adam's case, they built a Logon but no Agent) rule, or any rule with "All Installed Agents", feel free to comment and confirm.